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 RWDSU10+ years Service code 49 · EIN 13-1215130 | Other Services | $189,314 |
Filed as: HUDSON CANYON CAPITAL Service code 28 · EIN 81-4432795 | Investment Management | $153,326 |
LOCAL 1102 RWDSU10+ years Filed as: LOCAL 1102 RETIREMENT TRUST Service code 49 · EIN 13-1847329 | Other Services | $97,377 |
Filed as: ROTHMAN, ROCCO, LARUFFA, LP Service code 29 · EIN 47-5401457 | Legal | $44,923 |
FIRST ACTUARIAL CONSULTING, INC.10+ years Service code 11 · EIN 26-3842522 | Actuarial | $39,500 |
CITRIN COOPERMAN1 year Filed as: CITRIN COOPERMAN & COMPANY LLP Service code 10 · EIN 22-2428965 | Accounting | $25,326 |
DAHAB ASSOCIATES10+ years Service code 27 · EIN 11-2783874 | Advisory (Plan) | $25,000 |
CSM&D1 year Filed as: CSM ADVISORS, LLC Service code 28 · EIN 84-3346426 | Investment Management | $9,503 |
COMERICA BANK2 years Service code 18 · EIN 42-1741646 | Shareholder servicing fees; Custodial... | $6,462 |
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 | $0 | $179,823-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 42.1%-42.1pp | 0.0%0pp |
| Annual return | 17.30% | 8.76%+8.5pp | 148.21%-130.9pp | 8.76%+8.5pp |
| Employer contribution / active EE | $2,145 | $16,627-87.1% | $26,792-92.0% | $16,627-87.1% |
| Participant deferral / active EE | $0 | $888-100.0% | $63-100.0% | $888-100.0% |
| Admin fee / account holder | $0 | $0 | $1,660-100.0% | - |