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 FUN6 years Service code 49 · EIN 11-1964991 | Other Services | $567,051 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 19 · EIN 20-8764829 | Securities Custodian | $171,465 |
CITRIN COOPERMAN1 year Service code 10 · EIN 22-2428965 | Accounting | $42,993 |
INFRASTRUCTURE INVESTMENT FUND ERIS2 years Service code 19 · EIN 35-6057648 | Securities Custodian | $38,195 |
Service code 11 · EIN 26-3842522 | Actuarial | $36,400 |
THE SEGAL COMPANY8 years Filed as: BUCHBINDER TUNICK & COMPANY LLP Service code 10 · EIN 13-1578842 | Accounting | $33,350 |
MICHAEL J. COMERFORD, P.C.2 years Service code 29 · EIN 11-3297085 | Legal | $16,000 |
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.
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 | $4,369,090-100.0% | $473,625-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 4.8%-4.8pp | 37.3%-37.3pp | 2.3%-2.3pp |
| Annual return | 9.65% | 7.15%+2.5pp | 20.18%-10.5pp | 37.74%-28.1pp |
| Employer contribution / active EE | $15,417 | $13,270+16.2% | $29,108-47.0% | $15,781-2.3% |
| Participant deferral / active EE | $0 | $732-100.0% | $6-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $12,034-100.0% | $2,262-100.0% | $9,287-100.0% |