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) | $87,750 |
Service code 27 · EIN 34-1922005 | Advisory (Plan) | $58,325 |
GREAT LAKES ADVISORS, LLC3 years Filed as: GREAT LAKES ADVISORS Service code 27 · EIN 36-3153396 | Advisory (Plan) | $49,504 |
ENTRUST PARTNERS OFFSHORE LP2 years Filed as: ENTRUST GLOBAL PARTNERS LLC Service code 27 · EIN 13-4021839 | Advisory (Plan) | $26,835 |
Service code 27 · EIN 11-2814158 | Advisory (Plan) | $14,314 |
LAZARD ASSET MANAGEMENT6+ years Service code 27 · EIN 98-0437848 | Advisory (Plan) | $8,659 |
AMALGAMATED BANK6+ years Service code 21 · EIN 13-3566126 | Bank Trustee | $6,732 |
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.
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 | $88,833-100.0% | $151,098-100.0% | $95,044-100.0% |
| Participation rate | 0.0% | 5.9%-5.9pp | 16.3%-16.3pp | 8.4%-8.4pp |
| Annual return | 24.37% | 12.41%+12.0pp | 11.31%+13.1pp | 18.34%+6.0pp |
| Employer contribution / active EE | $112,942 | $18,122+523.2% | $35,729+216.1% | $14,665+670.1% |
| Participant deferral / active EE | $0 | $427-100.0% | $237-100.0% | $70-100.0% |
| Admin fee / account holder | $0 | $6,633-100.0% | $20,124-100.0% | $9,141-100.0% |