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, LLP8 years Filed as: MAZARS USA LLP Service code 10 · EIN 13-1459550 135 WEST 50TH STREET · NEW YORK, NY 10020 | Accounting | $38,357 |
WESTERN ASSET MANAGEMENT COMPANY9+ years Filed as: WESTERN ASSET MANAGEMENT CO Service code 20 · EIN 95-2705767 PO BOX 894139 · LOS ANGELES, CA 90189 | Trustee (individual) | $36,882 |
AMALGAMATED BANK9+ years Service code 18 · EIN 13-4920330 275 SEVENTH AVENUE · NEW YORK, NY 10001 | Custodial (other than securities) | $21,715 |
PALMER-TANNO AGENCY, INC.9+ years Service code 19 · EIN 13-1977110 33 WEST MAIN ST SUITE 408 · ELMSFORD, NY 10523 | Securities Custodian | $8,350 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $268,825 | $58,264+361.4% | $86,612+210.4% | $71,457+276.2% |
| Participation rate | 100.0% | 65.0%+35.0pp | 71.7%+28.3pp | 67.9%+32.1pp |
| Annual return | 17.68% | 21.63%-4.0pp | 591.07%-573.4pp | 28.85%-11.2pp |
| Employer contribution / active EE | $14,237 | $2,574+453.1% | $3,022+371.0% | $2,588+450.2% |
| Participant deferral / active EE | $7,258 | $3,436+111.2% | $4,438+63.6% | $4,289+69.2% |
| Admin fee / account holder | $800 | $1,057-24.3% | $5,614-85.8% | $1,587-49.6% |