Filed January 3, 2020
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 |
|---|---|---|
Service code 27 · EIN 58-2432390 | Advisory (Plan) | $82,875 |
Service code 27 · EIN 34-1922005 | Advisory (Plan) | $62,816 |
GREAT LAKES ADVISORS, LLC2 years Filed as: GREAT LAKES ADVISORS Service code 27 · EIN 36-3153396 | Advisory (Plan) | $37,900 |
Service code 27 · EIN 11-2814158 | Advisory (Plan) | $11,665 |
LAZARD ASSET MANAGEMENT5+ years Service code 27 · EIN 98-0437848 | Advisory (Plan) | $7,354 |
Filed as: ENTRUST GLOBAL PARTNERS LLC Service code 27 · EIN 13-4021839 | Advisory (Plan) | $5,485 |
AMALGAMATED BANK5+ years Service code 21 · EIN 13-3566126 | Bank Trustee | $5,086 |
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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $71,919-100.0% | $247,190-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 5.2%-5.2pp | 15.2%-15.2pp | 13.5%-13.5pp |
| Annual return | 0.83% | 8.57%-7.7pp | 7.87%-7.0pp | 9.29%-8.5pp |
| Employer contribution / active EE | $75,883 | $19,481+289.5% | $31,768+138.9% | $15,168+400.3% |
| Participant deferral / active EE | $0 | $290-100.0% | $241-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $934-100.0% | $240,514-100.0% | $2,037-100.0% |