See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
AMALGAMATED BANK1 year Filed as: AMALGAMATED BANK OF CHICAGO Service code 27 · EIN 36-0721895 | Advisory (Plan) | $134,926 |
THE SEGAL COMPANY1 year Filed as: SEGAL ROGERSCASEY Service code 27 · EIN 13-2646110 | Advisory (Plan) | $61,130 |
MILLIMAN, INC.2+ years Filed as: MILLIMAN, INC Service code 11 · EIN 91-0675641 | Actuarial | $36,000 |
THE SEGAL COMPANY2+ years Filed as: BUCHBINDER TUNICK & CO LLP Service code 10 · EIN 13-1578842 | Accounting | $30,000 |
MICHAEL A. JACOBSON, CPA2+ years Service code 10 · EIN 11-2516673 | Accounting | $19,400 |
Service code 13 · EIN 04-1590850 | Contract Administrator | $14,633 |
O'CONNOR & MANGAN, P.C.2+ years Filed as: O'CONNOR & MANGAN P.C. Service code 29 · EIN 11-2558033 | Legal | $12,000 |
See 1 actuary disclosure. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $381,942,733-100.0% | $115,939-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 19.3%-19.3pp | 0.0%0pp |
| Annual return | -3.89% | 5.69%-9.6pp | 3.97%-7.9pp | 9.19%-13.1pp |
| Employer contribution / active EE | $3,803 | $14,808-74.3% | $28,168-86.5% | $12,608-69.8% |
| Participant deferral / active EE | $0 | $2,219-100.0% | $274-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $12,837-100.0% | $2,655,710-100.0% |