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 ACCOUNT5+ years Service code 13 · EIN 23-2105239 | Contract Administrator | $635,072 |
SPEAR WILDERMAN5+ years Filed as: SPEAR WILDERMAN P.C. Service code 29 · EIN 23-2749511 | Legal | $151,077 |
MARIA GRILLO5+ years Service code 30 · EIN 23-6546776 | Direct payment from the plan; Employe... | $124,230 |
FIDUCIARY MANAGEMENT, INC.5+ years Service code 51 · EIN 39-1346018 | Investment Mgmt Fees | $105,137 |
Filed as: PRUDENTIAL INSURANCE CO OF AMERICA Service code 28 · EIN 22-1211670 | Investment Management | $86,531 |
Service code 28 300 BRICKSTONE SQUARE · ANDOVER, MA 01810 | Investment Management | $84,439 |
BLUEWATER ASSET MANAGEMENT5+ years Filed as: BLUEWATER CONSULTING GROUP Service code 15 1100 E. HECTOR ST. SUITE 315 · CONSHOHOCKEN, PA 19428 | Recordkeeping | $82,575 |
DENISE DELHAYE5+ years Filed as: DENISE KITZINGER Service code 30 · EIN 23-6546776 | Direct payment from the plan; Employe... | $80,817 |
Service code 11 · EIN 31-1582098 | Actuarial | $65,377 |
STEVENS & LEE5+ years Filed as: STEVENS & LEE P.C. Service code 29 · EIN 23-1886296 | Legal | $63,797 |
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 | $341,093,897-100.0% | $192,455-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 27.6%-27.6pp | 0.0%0pp |
| Annual return | 16.24% | 21.83%-5.6pp | 50.81%-34.6pp | 21.83%-5.6pp |
| Employer contribution / active EE | $2,443 | $12,237-80.0% | $42,739-94.3% | $12,237-80.0% |
| Participant deferral / active EE | $0 | $987-100.0% | $90-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $2,268-100.0% | $1,551,325-100.0% |