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| Provider | Service type | Compensation |
|---|---|---|
ALAN BILLER & ASSOCIATES5 years Filed as: ALAN D. BILLER AND ASSOCIATES, INC. Service code 27 · EIN 94-2854958 | Advisory (Plan) | $155,078 |
BENEFITS MANAGEMENT GROUP, INC.10+ years Filed as: BENEFIT MANAGEMENT GROUP, INC. Service code 12 · EIN 20-0188125 | Copying and duplicating; Contract Adm... | $96,668 |
LANER MUCHIN9 years Filed as: LANER MUCHIN, LTD. Service code 29 · EIN 36-3088463 | Legal | $87,930 |
NATIONAL INVESTMENT SERVICES10+ years Service code 28 · EIN 84-3937993 | Investment Management | $84,995 |
AMERICAN REALTY ADVISORS10+ years Service code 28 · EIN 33-0123114 | Investment Management | $68,458 |
AMALGAMATED BANK10+ years Filed as: AMALGAMATED BANK OF CHICAGO Service code 19 · EIN 36-0721895 | Securities Custodian | $68,399 |
THE SEGAL COMPANY10+ years Service code 11 · EIN 13-1975125 | Actuarial | $67,974 |
ARROWSTREET CAPITAL4 years Filed as: ARROWSTREET CAPITAL LP Service code 28 · EIN 04-3472863 | Investment Management | $52,151 |
LEGACY PROFESSIONALS LLP10+ years Service code 10 · EIN 32-0043599 | Accounting | $39,500 |
DOWD, BLOCH & BENNETT10+ years Service code 29 · EIN 36-3371377 | Legal | $19,641 |
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Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $36,224-100.0% | $893,103-100.0% | $36,224-100.0% |
| Participation rate | 0.0% | 2.1%-2.1pp | 58.4%-58.4pp | 2.1%-2.1pp |
| Annual return | 13.16% | 9.16%+4.0pp | 10.59%+2.6pp | 9.16%+4.0pp |
| Employer contribution / active EE | $27,502 | $19,955+37.8% | $33,926-18.9% | $19,955+37.8% |
| Participant deferral / active EE | $0 | $1,073-100.0% | $14-100.0% | $1,073-100.0% |
| Admin fee / account holder | $0 | $200-100.0% | $4,376-100.0% | $200-100.0% |