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 |
|---|---|---|
ROGER GROVER9+ years Service code 30 · EIN 22-1929328 | Direct payment from the plan; Employe... | $113,233 |
TEAMSTERS LOCAL 35 HEALTH PLAN6 years Service code 15 · EIN 22-1804923 | Recordkeeping | $71,451 |
AMERICAN REALTY ADVISORS9+ years Filed as: AMERICAN CORE REALTY FUND, LLC Service code 52 · EIN 33-0123114 | Indirect Investment Fees | $60,324 |
JFL INT'L EQUITY FUND9+ years Service code 52 1209 ORANGE STREET · WILMINGTON, DE 19801 | Indirect Investment Fees | $56,615 |
HAEFELE, FLANAGAN AND CO.2 years Service code 10 · EIN 22-3008776 | Accounting | $45,850 |
HAMILTON LANE ADVISORS, LLC8+ years Filed as: HAMILTON LANE PRIVATE OFFSHORE FUND Service code 52 ONE PRESIDENTIAL BLVD. · BALA CYNWYD, PA 19004 | Indirect Investment Fees | $44,623 |
DAHAB ASSOCIATES9+ years Service code 27 · EIN 11-2783874 | Advisory (Plan) | $29,282 |
RAE GROUP LLC2 years Filed as: RAE GROUP, LLC Service code 11 · EIN 83-4646394 | Actuarial | $28,100 |
EAST POINT DATA6 years Service code 16 · EIN 22-3123583 | Consulting | $27,360 |
GARCIA HAMILTON & ASSOCIATES9+ years Filed as: GARCIA HAMILTON Service code 52 1401 MCKINNEY · HOUSTON, TX 77010 | Indirect Investment Fees | $19,061 |
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 | $3,299,877-100.0% | $7,193,366-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.7%-16.7pp | 2.3%-2.3pp |
| Annual return | 10.50% | 724.96%-714.5pp | 78.53%-68.0pp | 37.74%-27.2pp |
| Employer contribution / active EE | $3,464 | $14,638-76.3% | $31,628-89.0% | $15,781-78.1% |
| Participant deferral / active EE | $0 | $1,109-100.0% | $101-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $75,389-100.0% | $9,287-100.0% |