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+ years Filed as: AMALGAMATED BANK OF CHICAGO Service code 19 30 NORTH LA SALLE DRIVE · CHICAGO, IL 60602 | Securities Custodian | $567,762 |
FRANCZEK RADELET P.C.1+ years Service code 29 · EIN 36-3924177 | Legal | $458,747 |
IRIDIAN ASSET MANAGEMENT, LLC1+ years Filed as: IRIDIAN ASSET MANAGEMENT Service code 28 · EIN 06-1439577 | Investment Management | $390,292 |
DISCIPLINED GROWTH INVESTORS1+ years Service code 28 150 S. FIFTH STREET, STE 2550 · MINNEAPOLIS, MN 55402 | Investment Management | $314,971 |
LSV ASSET MANAGEMENT1+ years Service code 28 · EIN 23-2772200 155 NORTH WACKER DRIVE, STE 4600 · CHICAGO, IL 60606 | Investment Management | $208,611 |
AMERICAN FUNDS1+ years Filed as: HM CAPITAL MANAGEMENT Service code 28 8235 FORSYTH BLVD., STE 540 · CLAYTON, MO 63105 | Investment Management | $206,582 |
JOHNSTON, DRAGON & ASSOCIATES1+ years Service code 27 · EIN 22-2925793 | Advisory (Plan) | $166,675 |
GREGORIO MARCO1+ years Filed as: GREGORIO - MARCO Service code 29 · EIN 36-4028033 | Legal | $160,896 |
THE SEGAL COMPANY1+ years Service code 11 · EIN 13-1975125 | Actuarial | $156,972 |
MARKSTON INTERNATIONAL, LLC1+ years Filed as: MARKSTON INTERNATIONAL LLC Service code 28 · EIN 13-4053806 | Investment Management | $142,405 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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% | $209,859-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 0.0%0pp |
| Annual return | -1.73% | 3.63%-5.4pp | 4.16%-5.9pp | 9.19%-10.9pp |
| Employer contribution / active EE | $12,758 | $11,363+12.3% | $29,966-57.4% | $12,608+1.2% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $13,952-100.0% | $2,655,710-100.0% |