See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
CHEIRON9+ years Service code 11 · EIN 13-4215617 | Actuarial | $51,181 |
Filed as: GALLAGHER FIDUCIARY ADVISORS Service code 27 PO BOX 71396 · CHICAGO, IL 606941396 | Advisory (Plan) | $44,000 |
SLEVIN & HART, P.C.9+ years Filed as: SLEVIN AND HART Service code 29 · EIN 52-1708613 | Legal | $40,110 |
ASB CAPITAL MANAGEMENT5 years Filed as: ASB ALLEGIANCE REAL ESTATE FUND Service code 28 · EIN 52-6257033 | Investment Management | $35,644 |
CALIBRE CPA GROUP PLLC9+ years Service code 10 · EIN 47-0900080 | Accounting | $21,000 |
Service code 28 · EIN 20-4712392 | Investment Management | $14,310 |
AMALGAMATED BANK1 year Service code 19 275 7TH AVENUE · NEW YORK, NY 10001 | Securities Custodian | $10,161 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
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 | $169,426-100.0% | $163,428-100.0% | $282,865-100.0% |
| Participation rate | 0.0% | 3.2%-3.2pp | 16.1%-16.1pp | 12.4%-12.4pp |
| Annual return | 5.79% | 8.88%-3.1pp | 9.36%-3.6pp | 9.89%-4.1pp |
| Employer contribution / active EE | $52,596 | $15,976+229.2% | $31,270+68.2% | $14,313+267.5% |
| Participant deferral / active EE | $0 | $621-100.0% | $263-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $8,087-100.0% | $9,460-100.0% | $9,084-100.0% |