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 10-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 |
|---|---|---|
FRIEDMAN & ANSPACH1 year Service code 29 · EIN 12-3403675 | Legal | $64,052 |
Filed as: SUMMIT ACTUARIAL SERVICES, LLC Service code 11 · EIN 20-3838633 | Actuarial | $35,000 |
WELLINGTON TRUST COMPANY1 year Filed as: WELLINGTON TRUST Service code 28 · EIN 04-2755549 | Investment Management | $31,935 |
NOVAK FRANCELLA LLC1 year Filed as: NOVAK FRANCELLA, LLC Service code 10 · EIN 61-1436956 | Accounting | $25,800 |
DAHAB ASSOCIATES2+ years Service code 27 · EIN 11-2783874 | Advisory (Plan) | $20,000 |
C.S. MCKEE, L.P.2+ years Filed as: C.S. MCKEE Service code 28 · EIN 25-1900687 | Investment Management | $13,916 |
RWDSU/UFCW LOCAL 3381 year Service code 50 · EIN 13-1215100 | Direct Payment | $10,800 |
LOCAL 338 H&W FUND1 year Service code 50 · EIN 13-2980858 | Direct Payment | $6,000 |
AMALGAMATED BANK2+ years Service code 19 · EIN 13-4920330 | Securities Custodian | $5,223 |
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.
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 | $118,150-100.0% | $111,575-100.0% | $237,064-100.0% |
| Participation rate | 0.0% | 28.1%-28.1pp | 8.4%-8.4pp | 45.6%-45.6pp |
| Annual return | 4.39% | 34.58%-30.2pp | 18.87%-14.5pp | 4.16%+0.2pp |
| Employer contribution / active EE | $3,054 | $32,305-90.5% | $19,828-84.6% | $42,916-92.9% |
| Participant deferral / active EE | $0 | $88-100.0% | $68-100.0% | $128-100.0% |
| Admin fee / account holder | $0 | $350-100.0% | $262-100.0% | $21,465-100.0% |