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 |
|---|---|---|
BENESYS, INC.3+ years Filed as: BENESYS INC. Service code 13 · EIN 38-2383171 | Contract Administrator | $198,319 |
GOLDMAN SACHS1 year Filed as: BROOKFIELD CAPITAL PARTNERS Service code 28 · EIN 98-1236632 | Investment Management | $168,248 |
AMERICAN REALTY ADVISORS1 year Service code 28 · EIN 33-0123114 | Investment Management | $148,853 |
AMALGAMATED BANK3+ years Service code 19 · EIN 13-4920330 | Securities Custodian | $136,783 |
RAEL & LETSON3+ years Filed as: RAEL AND LETSON Service code 11 · EIN 94-1701048 | Actuarial | $107,053 |
THE SEGAL COMPANY3+ years Filed as: SEGAL ROGERSCASEY Service code 27 · EIN 13-2646110 | Advisory (Plan) | $81,200 |
INVESCO1 year Filed as: INVESCO ADVISERS, INC Service code 28 · EIN 58-1707262 | Investment Management | $71,236 |
LOOMIS SAYLES3+ years Filed as: LOOMIS SAYLES & CO LP Service code 28 · EIN 04-3200030 | Investment Management | $45,795 |
WEINBERG, ROGER & ROSENFELD3+ years Filed as: WEINBERG, ROGER AND ROSENFELD Service code 29 · EIN 94-2458080 | Legal | $40,282 |
SHEA LABAGH DOBBERSTEIN3+ years Service code 10 · EIN 94-2290202 | Accounting | $32,000 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $260,109-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 43.2%-43.2pp | 0.0%0pp |
| Annual return | 14.05% | 17.84%-3.8pp | 8.93%+5.1pp | 17.84%-3.8pp |
| Employer contribution / active EE | $3,740 | $14,688-74.5% | $43,470-91.4% | $14,688-74.5% |
| Participant deferral / active EE | $0 | $770-100.0% | $223-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $1,225-100.0% | - |