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 |
|---|---|---|
CHEIRON10+ years Service code 50 · EIN 13-4215617 | Direct Payment | $36,170 |
CALIBRE CPA GROUP PLLC10+ years Service code 10 · EIN 47-0900880 | Accounting | $21,370 |
MARQUETTE ASSOCIATES10+ years Service code 27 180 N LASALLE DR 3500 · CHICAGO, IL 60601 | Advisory (Plan) | $12,500 |
AMALGAMATED BANK10+ years Service code 19 · EIN 13-4920330 | Securities Custodian | $8,428 |
ADP BROKER-DEALER3 years Filed as: ADP Service code 15 ONE ADP BLVD · ROSELAND, NJ 07068 | Recordkeeping | $6,155 |
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 | $226,918-100.0% | $226,918-100.0% | $417,905-100.0% |
| Participation rate | 0.0% | 19.4%-19.4pp | 17.5%-17.5pp | 39.2%-39.2pp |
| Annual return | 10.21% | 8.93%+1.3pp | 9.49%+0.7pp | 13.91%-3.7pp |
| Employer contribution / active EE | $23,806 | $31,546-24.5% | $29,215-18.5% | $35,282-32.5% |
| Participant deferral / active EE | $0 | $190-100.0% | $359-100.0% | $94-100.0% |
| Admin fee / account holder | $0 | $16,566-100.0% | $16,566-100.0% | $41,846-100.0% |