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 MANAGEMENT6+ years Service code 28 · EIN 45-2525882 | Investment Management | $1,831,030 |
Filed as: WCM INVESTMENT MANAGEMENT Service code 28 · EIN 95-3046237 | Investment Management | $349,528 |
RWDSU/UFCW LOCAL 3386+ years Service code 49 · EIN 13-1215100 | Other Services | $346,842 |
FRIEDMAN & ANSPACH6+ years Service code 50 · EIN 13-3403675 | Direct Payment | $345,385 |
SPYGLASS CAPITAL MANAGEMENT2 years Filed as: SPYGLASS CAPITAL MANAGEMENT LLC Service code 52 · EIN 32-0463594 | Indirect Investment Fees | $323,177 |
WRIGHT INVESTORS SERVICE3 years Filed as: WRIGHT INVESTORS SERVICES LLC Service code 51 · EIN 06-1444342 | Investment Mgmt Fees | $274,142 |
BERNZOTT CAPITAL ADVISORS4 years Filed as: BERNZOTT CAPITAL ADVISORS INC Service code 51 · EIN 77-0464710 | Investment Mgmt Fees | $260,320 |
CAPITAL ASSET ADVISORS6+ years Service code 27 · EIN 16-1218195 | Advisory (Plan) | $227,000 |
LOCAL 338 H&W FUND6+ years Filed as: LOCAL 338 HEALTH & WELFARE FUND Service code 49 · EIN 13-2980858 | Other Services | $225,435 |
LIBREMAX CAPITAL LLC2 years Service code 28 · EIN 27-2436175 | Investment Management | $203,276 |
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 | $0 | $161,673-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 41.7%-41.7pp | 0.0%0pp |
| Annual return | 12.01% | 9.42%+2.6pp | 9.65%+2.4pp | 12.86%-0.9pp |
| Employer contribution / active EE | $2,311 | $3,243-28.7% | $27,458-91.6% | $13,687-83.1% |
| Participant deferral / active EE | $0 | $0 | $33-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $23,561-100.0% | - |