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 |
|---|---|---|
CHEIRON6+ years Service code 11 · EIN 13-4215617 | Actuarial | $38,981 |
CALIBRE CPA GROUP PLLC6+ years Service code 10 · EIN 47-0900880 | Accounting | $19,100 |
Filed as: MOONEY,GREEN,SAINDON,MURPHY &WELCH Service code 29 · EIN 52-1958229 | Legal | $16,559 |
MARQUETTE ASSOCIATES6+ years Service code 27 180 N LASALLE DR 3500 · CHICAGO, IL 60601 | Advisory (Plan) | $12,500 |
AMALGAMATED BANK6+ years Service code 19 · EIN 13-4920330 | Securities Custodian | $10,638 |
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 | $157,324-100.0% | $151,098-100.0% | $286,844-100.0% |
| Participation rate | 0.0% | 20.8%-20.8pp | 16.3%-16.3pp | 37.6%-37.6pp |
| Annual return | 21.74% | 10.67%+11.1pp | 11.31%+10.4pp | 9.30%+12.4pp |
| Employer contribution / active EE | $14,993 | $42,039-64.3% | $35,729-58.0% | $43,742-65.7% |
| Participant deferral / active EE | $0 | $141-100.0% | $237-100.0% | $83-100.0% |
| Admin fee / account holder | $0 | $21,624-100.0% | $20,124-100.0% | $12,596-100.0% |