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 |
|---|---|---|
PRUDENTIAL RETIREMENT INSURANCE AND10+ years Filed as: PRUDENTIAL INSURANCE COMPANY Service code 28 · EIN 22-1211670 | Investment Management | $451,458 |
DELAWARE INVESTMENTS9 years Filed as: MACQUARIE INVESTMENT MANAGEMENT Service code 28 · EIN 23-2859590 | Investment Management | $389,900 |
JP MORGAN INVESTMENT MANAGEMENT INC10+ years Filed as: J.P. MORGAN INVESTMENT MANAGEMENT Service code 28 · EIN 13-3200244 | Investment Management | $261,646 |
LEGACY PROFESSIONALS LLP10+ years Service code 10 · EIN 32-0043599 | Accounting | $222,800 |
THE SEGAL COMPANY10+ years Service code 11 · EIN 13-1975125 | Actuarial | $171,574 |
BOSTON TRUST WALDEN COMPANY10+ years Filed as: BOSTON TRUST AND INVESTMENT Service code 28 · EIN 04-2273811 | Investment Management | $169,123 |
JAY SMITH10+ years Service code 14 · EIN 51-6051034 | Plan Administrator | $145,051 |
AMALGAMATED BANK10+ years Filed as: AMALGAMATED BANK OF CHICAGO Service code 13 · EIN 36-0721895 | Contract Administrator | $121,629 |
INVESTMENT CONSULTING SERVICES, LLC10+ years Service code 27 · EIN 32-0016703 | Advisory (Plan) | $104,000 |
MICHELLE OCHOCINSKI3 years Filed as: MICHELLE ARROYO Service code 30 · EIN 51-6051034 | Employee (plan); Direct payment from ... | $99,710 |
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.
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 | $0 | - | - |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 0.0%0pp |
| Annual return | 8.48% | 9.22%-0.7pp | 16.77%-8.3pp | 9.22%-0.7pp |
| Employer contribution / active EE | $12,002 | $13,567-11.5% | $28,306-57.6% | $13,567-11.5% |
| Participant deferral / active EE | $0 | $575-100.0% | $40-100.0% | $575-100.0% |
| Admin fee / account holder | $0 | $0 | - | - |