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 |
|---|---|---|
Filed as: HUDSON CANYON CAPITAL Service code 28 · EIN 81-4432795 | Investment Management | $170,560 |
LOCAL 1102 RWDSU11+ years Service code 49 · EIN 13-1215130 | Other Services | $161,807 |
LOCAL 1102 RWDSU11+ years Filed as: LOCAL 1102 RETIREMENT TRUST Service code 49 · EIN 13-1847329 | Other Services | $102,825 |
ROTHMAN, ROCCO, LARUFFA, LLP2 years Filed as: ROTHMAN, ROCCO, LARUFFA, LP Service code 29 · EIN 47-5401457 | Legal | $48,035 |
FIRST ACTUARIAL CONSULTING, INC.11+ years Service code 11 · EIN 26-3842522 | Actuarial | $39,500 |
DAHAB ASSOCIATES11+ years Service code 27 · EIN 11-2783874 | Advisory (Plan) | $25,000 |
NOVAK FRANCELLA LLC1 year Filed as: NOVAK FRANCELLA, LLC Service code 10 · EIN 61-1436956 | Accounting | $23,000 |
CSM&D2 years Filed as: CSM ADVISORS, LLC Service code 28 · EIN 84-3346426 | Investment Management | $10,593 |
Service code 16 · EIN 52-1796473 | Consulting | $9,904 |
COMERICA BANK3 years Service code 18 · EIN 42-1741646 | Custodial (securities); Float revenue... | $7,298 |
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 | $181,263-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 52.9%-52.9pp | 0.0%0pp |
| Annual return | 14.15% | 10.71%+3.4pp | 12.57%+1.6pp | 10.71%+3.4pp |
| Employer contribution / active EE | $1,953 | $14,986-87.0% | $23,666-91.7% | $14,986-87.0% |
| Participant deferral / active EE | $0 | $1,686-100.0% | $13-100.0% | $1,686-100.0% |
| Admin fee / account holder | $0 | $0 | $187,584-100.0% | - |