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 |
|---|---|---|
Filed as: WILLISTOWERSWATSON Service code 11 · EIN 13-3954297 | Actuarial | $76,276 |
AMERICAN REALTY ADVISORS5+ years Service code 28 · EIN 33-0123114 | Investment Management | $28,928 |
WITHUMSMITH+BROWN, PC2 years Filed as: WITHUMSMITH & BROWN Service code 10 · EIN 52-1044197 | Accounting | $28,840 |
THE SEGAL COMPANY3 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $22,831 |
AMALGAMATED BANK5+ years Filed as: AMALGAMATED BANK OF CHICAGO Service code 19 · EIN 36-0721895 | Securities Custodian | $2,056 |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $5,399,274-100.0% | $568,132-100.0% | $317,036-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 13.0%-13.0pp |
| Annual return | 15.45% | 12.98%+2.5pp | 14.64%+0.8pp | 13.59%+1.9pp |
| Employer contribution / active EE | $20,070 | $16,363+22.7% | $41,831-52.0% | $14,592+37.5% |
| Participant deferral / active EE | $0 | $94-100.0% | $200-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $548,767-100.0% | $36,942-100.0% | $29,657-100.0% |