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 |
|---|---|---|
BOSTON TRUST WALDEN COMPANY3 years Filed as: BOSTON TRUST & INVESTMENT MGMT CO. Service code 19 · EIN 04-2273811 | Securities Custodian | $280,674 |
THE SEGAL COMPANY2 years Filed as: THE SEGAL GROUP Service code 11 · EIN 13-1928058 | Actuarial | $34,347 |
AMALGAMATED5+ years Filed as: ALICARE INC Service code 12 · EIN 13-3432221 | Investment management fees paid direc... | $23,160 |
NOVAK FRANCELLA LLC2 years Service code 10 · EIN 61-1436956 | Accounting | $15,250 |
THE SEGAL COMPANY5+ years Filed as: SEGAL ROITMAN, LLP Service code 29 · EIN 04-2489114 | Legal | $7,750 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
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 | $3,370,408-100.0% | $286,273-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 30.6%-30.6pp | 1.2%-1.2pp |
| Annual return | 23.88% | 16.35%+7.5pp | 10.78%+13.1pp | 53.27%-29.4pp |
| Employer contribution / active EE | $5,707 | $11,482-50.3% | $41,857-86.4% | $14,774-61.4% |
| Participant deferral / active EE | $0 | $34-100.0% | $59-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | $83,605-100.0% | $13,289-100.0% |