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 |
|---|---|---|
GORDON FEINBLATT LLC1 year Filed as: GORDON, FEINBLATT, LLC Service code 29 · EIN 52-0627715 | Legal | $129,581 |
CARDAY ASSOCIATES2 years Filed as: CARDAY ASSOCIATES, INC. Service code 13 · EIN 53-0257019 | Contract Administrator | $119,119 |
Filed as: SYSTEMAITC FINANCIAL Service code 51 · EIN 22-3367558 | Investment Mgmt Fees | $113,986 |
BOLTON PARTNERS, INC.1 year Filed as: BOLTON PARNTERS INV CONSULTING Service code 27 · EIN 52-1871508 | Advisory (Plan) | $33,381 |
BOLTON PARTNERS, INC.1 year Filed as: BOLTON PARTNERS Service code 11 · EIN 52-1231144 | Actuarial | $32,535 |
AMALGAMATED BANK1 year Service code 19 · EIN 13-4920330 | Securities Custodian | $16,352 |
Filed as: GRANDIZIO WILKINS LITTLE & MATTHEWS Service code 10 · EIN 52-2334868 | Accounting | $14,000 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $125,296-100.0% | $379,314-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 4.5%-4.5pp | 17.4%-17.4pp | 1.8%-1.8pp |
| Annual return | -4.03% | -1.12%-2.9pp | -2.18%-1.8pp | 0.19%-4.2pp |
| Employer contribution / active EE | $2,344 | $12,052-80.5% | $38,751-94.0% | $13,763-83.0% |
| Participant deferral / active EE | $0 | $86-100.0% | $151-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $0 | $4,180-100.0% | $426-100.0% |