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 |
|---|---|---|
Filed as: PRINCIPAL ENHANCED PROPERTY FUND LP Service code 19 · EIN 20-0928198 | Securities Custodian | $465,996 |
U.W.M.&M HEALTH & WELFARE FUND8+ years Service code 49 · EIN 13-5608135 | Other Services | $344,752 |
FENIMORE ASSET MANAGEMENT8+ years Filed as: FENIMORE ASSET MANAGEMENT, INC. Service code 28 · EIN 14-1564237 | Investment Management | $271,924 |
STACEY BRAUN ASSOCIATES, INC.8+ years Service code 28 · EIN 13-2889432 | Investment Management | $146,296 |
THE SEGAL COMPANY8+ years Filed as: SEGAL COMPANY (EASTERN STATES), INC Service code 11 · EIN 13-1835864 | Actuarial | $108,684 |
LOOMIS SAYLES6 years Filed as: LOOMIS SAYLES TRUST COMPANY Service code 19 · EIN 20-8080381 | Securities Custodian | $96,460 |
PROSKAUER ROSE LLP8+ years Service code 29 · EIN 13-1840454 | Legal | $80,012 |
WHITESTAR ADVISORS, LLC8+ years Service code 28 · EIN 03-0496641 | Investment Management | $80,000 |
COLUMBIA8+ years Filed as: COLUMBIA MANAGEMENT INVESTMENT ADVI Service code 28 · EIN 41-1533211 | Investment Management | $74,546 |
LOCAL 810 I.B.T., AFL-CIO6 years Service code 49 · EIN 13-5624913 | Other Services | $71,340 |
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 | $2,456,633-100.0% | $213,834-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.3%-12.3pp | 1.5%-1.5pp |
| Annual return | -12.02% | 87.23%-99.2pp | -5.16%-6.9pp | 23.41%-35.4pp |
| Employer contribution / active EE | $4,914 | $12,989-62.2% | $31,020-84.2% | $12,650-61.2% |
| Participant deferral / active EE | $0 | $1,092-100.0% | $101-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $2,852-100.0% | $14,884-100.0% |