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) | $97,750 |
GREAT LAKES ADVISORS, LLC6 years Filed as: GREAT LAKES ADVISORS Service code 27 · EIN 36-3153396 | Advisory (Plan) | $62,553 |
JPMORGAN INVEST HOLDINGS LLC2 years Filed as: JP MORGAN CHASE BANK, N.A. Service code 27 · EIN 13-4994650 | Advisory (Plan) | $19,900 |
AMALGAMATED BANK9+ years Service code 21 · EIN 13-3566126 | Bank Trustee | $13,500 |
ULLICO1 year Filed as: UNION LABOR LIFE INSURANCE COMPANY Service code 23 · EIN 52-1579726 | Insurance services; Investment manage... | $13,462 |
Service code 27 · EIN 11-2814158 | Advisory (Plan) | $13,063 |
LAZARD ASSET MANAGEMENT9+ years Service code 27 · EIN 98-0437848 | Advisory (Plan) | $10,142 |
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 auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $52,198-100.0% | $342,274-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 14.4%-14.4pp | 11.0%-11.0pp |
| Annual return | 5.37% | 10.25%-4.9pp | 8.34%-3.0pp | 8.23%-2.9pp |
| Employer contribution / active EE | $52,058 | $16,685+212.0% | $30,799+69.0% | $13,859+275.6% |
| Participant deferral / active EE | $0 | $728-100.0% | $252-100.0% | $61-100.0% |
| Admin fee / account holder | $0 | $1,652-100.0% | $47,069-100.0% | $1,652-100.0% |