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 7-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 |
|---|---|---|
AMALGAMATED4 years Filed as: AMALGAMATED EMPLOYEE BENEFITS ADMIN Service code 13 · EIN 13-3432221 | Contract Administrator | $6,271,909 |
Service code 51 · EIN 13-3200244 | Investment Mgmt Fees | $2,563,091 |
THE SEGAL COMPANY4 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $348,263 |
CHEIRON4 years Filed as: CHEIRON, INC Service code 11 · EIN 13-4215617 | Actuarial | $343,827 |
CLEARY, JOSEM & TRIGIANI LLP4 years Filed as: CLEARY JOSEM & TRIGIANI LLP Service code 29 · EIN 23-2657967 | Legal | $256,076 |
Service code 49 · EIN 13-3432221 | Other Services | $239,355 |
Filed as: MACNELL ACCOUNTING & CONSULTING LLP Service code 10 · EIN 30-0510353 | Accounting | $123,153 |
AMALGAMATED4 years Filed as: AMALGAMATED LIFE INSURANCE COMPANY Service code 49 · EIN 13-5501223 | Other Services | $106,954 |
SOVOS COMPLIANCE, LLC5+ years Service code 49 | Other Services | $82,553 |
UNITE HERE HEALTH5+ years Service code 10 · EIN 23-7385560 | Accounting | $56,280 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $1,469,698-100.0% | $788,447-100.0% | $1,469,698-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.4%-21.4pp | 0.0%0pp |
| Annual return | -14.65% | -15.08%+0.4pp | -3.21%-11.4pp | 7.68%-22.3pp |
| Employer contribution / active EE | $3,640 | $5,566-34.6% | $46,019-92.1% | $9,142-60.2% |
| Participant deferral / active EE | $0 | $0 | $31-100.0% | $462-100.0% |
| Admin fee / account holder | $0 | $19,323-100.0% | $46,258-100.0% | $19,323-100.0% |