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 |
|---|---|---|
LOCAL 36 OPERATING ACCOUNT1+ years Service code 13 · EIN 23-2105239 | Contract Administrator | $596,130 |
THE SAVITZ ORGANIZATION1+ years Service code 11 · EIN 23-1700844 | Actuarial | $298,734 |
STEVENS & LEE1+ years Filed as: STEVENS & LEE P.C. Service code 29 · EIN 23-1886296 | Legal | $109,966 |
FIDUCIARY MANAGEMENT, INC.1+ years Service code 28 · EIN 39-1346018 | Investment Management | $91,919 |
SPEAR WILDERMAN1+ years Filed as: SPEAR WILDERMAN P.C. Service code 29 · EIN 23-2749511 | Legal | $66,867 |
Filed as: PRUDENTIAL INSURANCE CO OF AMERICA Service code 28 · EIN 22-1211670 | Investment Management | $56,453 |
DENISE DELHAYE1+ years Filed as: DENISE KITZINGER Service code 30 · EIN 23-6546776 | Employee (plan); Direct payment from ... | $54,952 |
PNC BANK, N.A.1+ years Filed as: PNC BANK Service code 19 · EIN 23-0434340 | Securities Custodian | $49,204 |
PUBLIC FINANCIAL MANAGMENT INC1+ years Service code 28 · EIN 23-1992164 | Investment Management | $42,445 |
Filed as: JOHN J. RONGIONE Service code 30 · EIN 23-6546776 | Employee (plan); Direct payment from ... | $38,855 |
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 | $14,096,330-100.0% | $219,249-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 30.0%-30.0pp | 0.0%0pp |
| Annual return | -1.58% | 1.67%-3.3pp | 1.50%-3.1pp | 1.67%-3.3pp |
| Employer contribution / active EE | $2,333 | $10,506-77.8% | $37,746-93.8% | $10,506-77.8% |
| Participant deferral / active EE | $0 | $1,562-100.0% | $87-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $66,276-100.0% | $0 | $66,276-100.0% |