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 |
|---|---|---|
BENEFIT PLAN ADMINISTRATORS8+ years Service code 10 · EIN 88-0277518 | Accounting | $71,480 |
EIDE BAILLY LLP8+ years Filed as: EIDE BAILLY Service code 10 · EIN 45-0250958 | Accounting | $52,964 |
ANDCO CONSULTING7 years Service code 17 · EIN 59-3676225 | Pension Consulting | $50,000 |
Service code 29 · EIN 94-2576729 | Legal | $20,057 |
AMALGAMATED BANK1 year Service code 19 · EIN 13-4920330 | Securities Custodian | $10,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,169 | $95,918-50.8% | $151,611-68.9% | $77,904-39.5% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.5%+12.5pp | 73.7%+26.3pp |
| Annual return | -15.80% | -5.50%-10.3pp | 3.33%-19.1pp | 12.21%-28.0pp |
| Employer contribution / active EE | $4,743 | $4,330+9.5% | $6,166-23.1% | $2,848+66.6% |
| Participant deferral / active EE | $0 | $7,508-100.0% | $8,363-100.0% | $4,806-100.0% |
| Admin fee / account holder | $146 | $93+56.6% | $11,616-98.7% | $133+10.2% |