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: TEAL, BECKER, & CHIARAMONTE CPAS PC Service code 10 · EIN 14-1624930 | Accounting | $48,778 |
PENSION ASSURANCE LLP2 years Filed as: PENSION AND ANNUITY PLAN OF BRICKLA Service code 14 · EIN 51-6135291 | Plan Administrator | $43,156 |
O'SULLIVAN ASSOCIATES6+ years Service code 11 · EIN 20-8199367 | Actuarial | $34,975 |
Service code 27 · EIN 13-5674085 | Advisory (Plan) | $22,654 |
BARNES, IACCARINO & SHEPHERD LLP6+ years Filed as: BARNES, IACCARINO & SHEPHERD, LLP Service code 29 · EIN 26-3858697 | Legal | $13,601 |
PIMCO FUNDS6+ years Filed as: PIMCO Service code 28 · EIN 33-0239892 | Investment Management | $11,504 |
INTERNATIONAL UNION OF BAC LOCAL 12 years Service code 15 · EIN 13-3762345 | Recordkeeping | $9,513 |
Filed as: TCW GROUP, INC. Service code 28 · EIN 95-2749628 | Investment Management | $7,780 |
Service code 10 · EIN 16-1120588 | Accounting | $7,568 |
BOSTON PARTNERS6+ years Filed as: BOSTON PARTNERS/ROBECO LCV Service code 28 · EIN 98-0202744 | Investment Management | $6,327 |
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 | $409,661-100.0% | $165,322-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 32.5%-32.5pp | 1.7%-1.7pp |
| Annual return | 5.17% | 6.95%-1.8pp | 8.01%-2.8pp | 627.08%-621.9pp |
| Employer contribution / active EE | $8,279 | $11,635-28.8% | $29,475-71.9% | $18,824-56.0% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $637-100.0% | $1,923-100.0% |