See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: WESTERN ASSET MANAGEMENT Service code 27 · EIN 95-2705767 PO BOX 894139 · LOS ANGELES, CA 90189 | Advisory (Plan) | $38,118 |
FORVIS MAZARS, LLP1 year Service code 10 · EIN 44-0160260 | Accounting | $30,472 |
AMALGAMATED BANK10+ years Service code 18 · EIN 13-4920330 275 SEVENTH AVENUE · NEW YORK, NY 10001 | Direct payment from the plan; Custodi... | $12,631 |
PALMER-TANNO AGENCY, INC.10+ years Service code 19 · EIN 13-1977110 33 WEST MAIN ST · ELMSFORD, NY 10523 | Securities Custodian | $1,722 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $283,174 | $58,208+386.5% | $81,812+246.1% | $80,856+250.2% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.3%+27.7pp | 67.6%+32.4pp |
| Annual return | 12.76% | 41.66%-28.9pp | 773.79%-761.0pp | 35.59%-22.8pp |
| Employer contribution / active EE | $14,179 | $2,340+505.9% | $2,912+386.9% | $2,755+414.7% |
| Participant deferral / active EE | $7,279 | $3,281+121.8% | $4,319+68.5% | $4,296+69.4% |
| Admin fee / account holder | $760 | $4,981-84.8% | $7,386-89.7% | $6,918-89.0% |