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 |
|---|---|---|
CIFC ASSET MANAGEMENT1+ years Service code 28 · EIN 45-2525882 | Investment Management | $458,034 |
FRIEDMAN & ANSPACH1+ years Service code 29 · EIN 13-3403675 | Legal | $388,070 |
RWDSU/UFCW LOCAL 3381+ years Service code 99 · EIN 13-1215100 | Other Fees | $367,747 |
FRANKLIN TEMPLETON1+ years Filed as: CLEARBRIDGE INVESTMENTS Service code 28 · EIN 01-0846058 | Investment Management | $361,685 |
GOLDMAN SACHS1+ years Filed as: SEIZERT CAPITAL PARTNERS Service code 28 · EIN 38-3553488 | Investment Management | $324,264 |
GOLDMAN SACHS1+ years Filed as: DSF CAPITAL PARTNERS Service code 28 · EIN 46-2688774 | Investment Management | $300,000 |
POTOMAC ASSET MANAGEMENT1+ years Filed as: POTOMAC Service code 28 · EIN 52-1224946 | Investment Management | $300,000 |
LOCAL 338 H&W FUND1+ years Filed as: LOCAL 338 HEALTH & WELFARE FUND Service code 99 · EIN 13-2980858 | Other Fees | $259,790 |
LSV ASSET MANAGEMENT1+ years Filed as: HGK ASSET MANAGEMENT Service code 28 · EIN 52-1296988 | Investment Management | $162,801 |
CAPITAL ASSET ADVISORS1+ years Service code 27 · EIN 16-1218195 | Advisory (Plan) | $162,000 |
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 | $14,096,330-100.0% | $192,069-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 13.2%-13.2pp | 0.0%0pp |
| Annual return | -1.43% | 1.67%-3.1pp | -0.79%-0.6pp | 1.67%-3.1pp |
| Employer contribution / active EE | $7,810 | $10,506-25.7% | $28,419-72.5% | $10,506-25.7% |
| Participant deferral / active EE | $0 | $1,562-100.0% | $37-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $66,276-100.0% | $6,324-100.0% | $66,276-100.0% |