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 4-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 |
|---|---|---|
CHEIRON4+ years Filed as: CHEIRON INC Service code 11 · EIN 13-4215617 | Actuarial | $111,890 |
AMALGAMATED4+ years Filed as: AMALGAMATED EMPLOYEE BENEFIT ADMIN Service code 13 · EIN 13-3432221 | Contract Administrator | $106,954 |
AMALGAMATED BANK1 year Service code 18 · EIN 13-4920330 | Custodial (other than securities); In... | $77,011 |
MORGAN STANLEY SMITH BARNEY4+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 20-8764829 | Advisory (Plan) | $75,000 |
Filed as: MACNELL ACCOUNTING Service code 10 · EIN 30-0510353 | Accounting | $58,729 |
MCCRACKEN, STEMERMAN & HOLSBERRY4+ years Filed as: MCCRAKEN, STEMERMAN & HOLSBERRY Service code 29 · EIN 94-1709555 | Legal | $41,294 |
THE SEGAL COMPANY2 years Filed as: SEGAL Service code 11 | Actuarial | $35,000 |
Filed as: SS & C TECHNOLOGIES Service code 15 · EIN 06-1169696 | Recordkeeping | $31,876 |
GALINSKY PENSION & BENEFIT4+ years Service code 29 | Legal | $30,432 |
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.
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 | $0 | $342,274-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 14.4%-14.4pp | 0.0%0pp |
| Annual return | 8.78% | 9.21%-0.4pp | 8.34%+0.4pp | 8.76%0pp |
| Employer contribution / active EE | $10,075 | $15,607-35.4% | $30,799-67.3% | $16,640-39.5% |
| Participant deferral / active EE | $0 | $2,645-100.0% | $252-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $47,069-100.0% | - |