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 ACCOUNT3+ years Service code 13 · EIN 23-2105239 | Contract Administrator | $632,328 |
MARIA GRILLO3+ years Service code 30 · EIN 23-6546776 | Employee (plan); Direct payment from ... | $110,239 |
FIDUCIARY MANAGEMENT, INC.3+ years Service code 28 · EIN 39-1346018 | Investment Management | $101,710 |
Service code 11 · EIN 31-1582098 | Actuarial | $86,018 |
DENISE DELHAYE3+ years Filed as: DENISE KITZINGER Service code 30 · EIN 23-6546776 | Employee (plan); Direct payment from ... | $76,049 |
Filed as: PRUDENTIAL INSURANCE CO OF AMERICA Service code 28 · EIN 22-1211670 | Investment Management | $75,534 |
PUBLIC FINANCIAL MANAGMENT INC3+ years Service code 28 · EIN 23-1992164 | Investment Management | $56,700 |
BLUEWATER ASSET MANAGEMENT3+ years Filed as: BLUEWATER CONSULTING GROUP Service code 15 1100 E. HECTOR ST. SUITE 315 · CONSHOHOCKEN, PA 19428 | Recordkeeping | $52,655 |
CHRISTINA MADERICH3+ years Filed as: CHRISTINA KOBRYN Service code 30 · EIN 23-6546776 | Direct payment from the plan; Employe... | $47,814 |
Filed as: JOHN J. RONGIONE Service code 30 · EIN 23-6546776 | Direct payment from the plan; Employe... | $47,448 |
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 | $0 | $186,737-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 31.3%-31.3pp | 0.0%0pp |
| Annual return | 12.61% | 17.84%-5.2pp | 7.90%+4.7pp | 17.84%-5.2pp |
| Employer contribution / active EE | $2,421 | $14,688-83.5% | $41,695-94.2% | $14,688-83.5% |
| Participant deferral / active EE | $0 | $770-100.0% | $47-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $811-100.0% | - |