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 |
|---|---|---|
FORVIS MAZARS, LLP2 years Filed as: MAZARS USA LLP Service code 10 · EIN 13-1459550 135 WEST 50TH STREET · NEW YORK, NY 10020 | Accounting | $45,185 |
WESTERN ASSET MANAGEMENT COMPANY3+ years Filed as: WESTERN ASSET MANAGEMENT CO Service code 20 · EIN 95-2705767 PO BOX 894139 · LOS ANGELES, CA 90189 | Trustee (individual) | $28,743 |
Filed as: GALLAGHER FIDUCIARY ADVISORS Service code 17 805 15TH STREET NW · WASHINGTON, DC 20005 | Pension Consulting | $11,354 |
AMALGAMATED BANK3+ years Service code 18 · EIN 13-4920330 275 SEVENTH AVENUE · NEW YORK, NY 10001 | Custodial (other than securities) | $10,831 |
PALMER-TANNO AGENCY, INC.3+ years Service code 19 33 WEST MAIN ST SUITE 408 · ELMSFORD, NY 10523 | Securities Custodian | $8,060 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $183,058 | $50,637+261.5% | $86,590+111.4% | $62,292+193.9% |
| Participation rate | 99.2% | 67.9%+31.3pp | 73.5%+25.7pp | 69.5%+29.7pp |
| Annual return | 12.62% | 20.80%-8.2pp | 964.84%-952.2pp | 28.90%-16.3pp |
| Employer contribution / active EE | $10,372 | $2,075+399.8% | $2,839+265.3% | $2,042+407.9% |
| Participant deferral / active EE | $5,390 | $2,611+106.4% | $3,609+49.4% | $3,169+70.1% |
| Admin fee / account holder | $694 | $413+67.8% | $4,906-85.9% | $479+44.7% |