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 10-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 |
|---|---|---|
PLU NO. 200 WELFARE FUND10+ years Service code 49 · EIN 11-3124836 | Other Services | $178,743 |
AMERICAN REALTY ADVISORS10+ years Service code 28 · EIN 33-0123114 | Investment Management | $91,432 |
COLUMBIA4 years Filed as: COLUMBIA MANAGEMENT INVESTMENTS Service code 28 · EIN 41-1533211 | Investment Management | $62,813 |
Filed as: KBA 74 Service code 11 · EIN 99-2136324 | Actuarial | $55,675 |
Filed as: INTERCONTINENTAL REAL ESTATE Service code 28 · EIN 04-2895544 | Investment Management | $37,488 |
QUAN-VEST CONSULTANTS, INC.10+ years Filed as: QUAN-VEST CONSULTANTS Service code 28 · EIN 11-2559669 | Investment Management | $32,437 |
Filed as: WESTERN ASSET MANAGEMENT Service code 28 · EIN 95-2705767 | Investment Management | $31,152 |
Filed as: ARCHER BYINGTON GLENNON & LEVINE Service code 29 · EIN 26-0873462 | Legal | $28,453 |
THE BANK OF NEW YORK MELLON10+ years Filed as: BANK OF AMERICA Service code 28 · EIN 94-1687665 | Investment Management | $25,412 |
CITRIN COOPERMAN2 years Filed as: CITRIN COOPERMAN & COMPANY LLP Service code 10 · EIN 22-2428965 | Accounting | $15,636 |
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 | $181,048-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 22.4%-22.4pp | 0.0%0pp |
| Annual return | 10.60% | 9.24%+1.4pp | 9.65%+0.9pp | 10.71%-0.1pp |
| Employer contribution / active EE | $9,330 | $14,215-34.4% | $26,259-64.5% | $14,986-37.7% |
| Participant deferral / active EE | $0 | $1,686-100.0% | $145-100.0% | $1,686-100.0% |
| Admin fee / account holder | $0 | $0 | $749-100.0% | - |