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) | $87,748 |
GREAT LAKES ADVISORS, LLC4 years Filed as: GREAT LAKES ADVISORS Service code 27 · EIN 36-3153396 | Advisory (Plan) | $55,606 |
Service code 27 · EIN 11-2814158 | Advisory (Plan) | $15,349 |
LAZARD ASSET MANAGEMENT7+ years Service code 27 · EIN 98-0437848 | Advisory (Plan) | $10,734 |
AMALGAMATED BANK7+ years Service code 21 · EIN 13-3566126 | Bank Trustee | $7,544 |
Filed as: WASHINGTON CAPITAL MANAGEMENT Service code 27 · EIN 91-1042342 | Advisory (Plan) | $5,762 |
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.
Participant 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 | $378,419-100.0% | $748,470-100.0% | $107,032-100.0% |
| Participation rate | 0.0% | 10.0%-10.0pp | 21.7%-21.7pp | 9.9%-9.9pp |
| Annual return | -4.02% | 13.34%-17.4pp | 0.46%-4.5pp | -5.25%+1.2pp |
| Employer contribution / active EE | $74,293 | $19,967+272.1% | $35,480+109.4% | $15,166+389.9% |
| Participant deferral / active EE | $0 | $651-100.0% | $231-100.0% | $120-100.0% |
| Admin fee / account holder | $0 | $2,728-100.0% | $29,938-100.0% | $3,859-100.0% |