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 |
|---|---|---|
LOCAL 1102 RWDSU9+ years Service code 49 · EIN 13-1215130 | Other Services | $148,634 |
Filed as: HUDSON CANYON CAPITAL Service code 28 · EIN 81-4432795 | Investment Management | $116,951 |
LOCAL 1102 RWDSU9+ years Filed as: LOCAL 1102 RETIREMENT TRUST Service code 49 · EIN 13-1847329 | Other Services | $74,189 |
ROTHMAN, ROCCO, LARUFFA, LLP7 years Service code 29 · EIN 47-5401457 | Legal | $45,001 |
FIRST ACTUARIAL CONSULTING, INC.9+ years Service code 11 · EIN 26-3842522 | Actuarial | $38,500 |
DAHAB ASSOCIATES9+ years Service code 27 · EIN 11-2783874 | Advisory (Plan) | $25,000 |
BERDON LLP9+ years Service code 10 · EIN 13-0485070 | Accounting | $21,495 |
C.S. MCKEE, L.P.8+ years Service code 28 · EIN 84-3346426 | Investment Management | $13,678 |
COMERICA BANK1 year Service code 18 · EIN 42-1741646 | Custodial (other than securities); Fl... | $4,973 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $3,299,877-100.0% | $202,297-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 2.3%-2.3pp | 52.5%-52.5pp | 2.3%-2.3pp |
| Annual return | 23.88% | 37.74%-13.9pp | 14.21%+9.7pp | 37.74%-13.9pp |
| Employer contribution / active EE | $2,735 | $15,781-82.7% | $29,446-90.7% | $15,781-82.7% |
| Participant deferral / active EE | $0 | $732-100.0% | $125-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $7,524-100.0% | $9,287-100.0% |