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 8-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 |
|---|---|---|
IOUE LOCAL 295-295B,C,D WELFARE FUN5 years Service code 49 · EIN 11-1964991 | Other Services | $520,238 |
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 19 · EIN 20-8764829 | Securities Custodian | $192,813 |
GETTRY MARCUS CPA, P.C.1 year Filed as: GETTRY MARCUS, CPA PC Service code 10 · EIN 13-3418879 | Accounting | $48,114 |
Service code 11 · EIN 26-3842522 | Actuarial | $36,500 |
INFRASTRUCTURE INVESTMENT FUND ERIS1 year Service code 19 · EIN 35-6057648 | Securities Custodian | $34,965 |
THE SEGAL COMPANY7 years Filed as: BUCHBINDER TUNICK & COMPANY LLP Service code 10 · EIN 13-1578842 | Accounting | $25,500 |
Service code 29 · EIN 11-3297085 | Legal | $16,073 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $164,233-100.0% | $164,721-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 0.0%0pp |
| Annual return | -8.33% | -8.26%-0.1pp | -5.84%-2.5pp | 2.77%-11.1pp |
| Employer contribution / active EE | $16,188 | $12,543+29.1% | $31,839-49.2% | $15,262+6.1% |
| Participant deferral / active EE | $0 | $0 | $2-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $1,000-100.0% | $1,015-100.0% |