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 COMPANY4 years Filed as: BOSTON TRUST & INVESTMENT MGMT CO. Service code 19 · EIN 04-2273811 | Securities Custodian | $292,173 |
THE SEGAL COMPANY3 years Filed as: THE SEGAL GROUP Service code 11 · EIN 13-1928058 | Actuarial | $44,611 |
AMALGAMATED6+ years Filed as: ALICARE INC Service code 12 · EIN 13-3432221 | Investment management fees paid direc... | $24,060 |
NOVAK FRANCELLA LLC3 years Service code 10 · EIN 61-1436956 | Accounting | $15,250 |
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 | $2,822,362-100.0% | $319,634-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 27.6%-27.6pp | 0.6%-0.6pp |
| Annual return | 7.49% | 8.57%-1.1pp | 174.94%-167.4pp | 11.45%-4.0pp |
| Employer contribution / active EE | $5,698 | $13,016-56.2% | $38,590-85.2% | $17,219-66.9% |
| Participant deferral / active EE | $0 | $0 | $8-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $15,480-100.0% | $3,298-100.0% | $15,480-100.0% |