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 |
|---|---|---|
Filed as: INTERNATIONAL BROTHERHOOD TEAMSTERS Service code 15 · EIN 53-0215427 | Recordkeeping | $256,372 |
THE SEGAL COMPANY6+ years Service code 11 · EIN 13-1835864 | Actuarial | $113,407 |
CATHY HAYES4 years Service code 30 · EIN 53-0215427 | Recordkeeping fees; Employee (plan) | $109,361 |
PAT FLYNN4 years Filed as: PAT COLE Service code 30 · EIN 53-0215427 | Employee (plan); Recordkeeping fees | $63,480 |
ALAN BILLER & ASSOCIATES6+ years Filed as: ALAN D. BILLER & ASSOCIATES, INC. Service code 28 · EIN 94-2854958 | Investment Management | $43,200 |
NOVAK FRANCELLA LLC6+ years Service code 10 · EIN 61-1436956 | Accounting | $38,950 |
PANAGORA ASSET MANAGEMENT2 years Filed as: PANAGORA Service code 28 · EIN 04-3063840 | Investment Management | $35,798 |
INVESCO6+ years Filed as: INVESCO TRUST COMPANY Service code 28 · EIN 84-0591534 | Investment Management | $13,393 |
Filed as: JOHN D. WARD Service code 29 2201 N ST. N.W. SUITE 117 · WASHINGTON, DC 20037 | Legal | $9,375 |
AMALGAMATED BANK3 years Filed as: AMALGAMATED BANK OF NY Service code 49 · EIN 13-4920330 | Other Services | $9,316 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $2,822,362-100.0% | $353,945-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 20.8%-20.8pp | 0.6%-0.6pp |
| Annual return | 8.40% | 15.15%-6.8pp | 10.57%-2.2pp | 11.45%-3.1pp |
| Employer contribution / active EE | $36,782 | $16,781+119.2% | $29,483+24.8% | $17,219+113.6% |
| Participant deferral / active EE | $0 | $1,180-100.0% | $150-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $15,480-100.0% | $2,009-100.0% | $15,480-100.0% |