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 ACCOUNT6+ years Service code 13 · EIN 23-2105239 | Contract Administrator | $702,987 |
MARIA GRILLO6+ years Service code 30 · EIN 23-6546776 | Direct payment from the plan; Employe... | $133,518 |
SPEAR WILDERMAN6+ years Filed as: SPEAR WILDERMAN P.C. Service code 29 · EIN 23-2749511 | Legal | $109,345 |
Service code 11 · EIN 31-1582098 | Actuarial | $98,545 |
Filed as: PRUDENTIAL INSURANCE CO OF AMERICA Service code 28 · EIN 22-1211670 | Investment Management | $88,740 |
DENISE DELHAYE6+ years Filed as: DENISE KITZINGER Service code 30 · EIN 23-6546776 | Direct payment from the plan; Employe... | $88,659 |
FIDUCIARY MANAGEMENT, INC.6+ years Service code 51 · EIN 39-1346018 | Investment Mgmt Fees | $73,575 |
BLUEWATER ASSET MANAGEMENT6+ years Filed as: BLUEWATER CONSULTING GROUP Service code 15 1100 E. HECTOR ST. SUITE 315 · CONSHOHOCKEN, PA 19428 | Recordkeeping | $66,250 |
BASYS6+ years Filed as: BASYS SYSTEMS Service code 15 · EIN 52-1796473 | Recordkeeping | $62,417 |
MEKETA INVESTMENT GROUP2 years Service code 28 · EIN 04-2659023 | Investment Management | $60,750 |
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 | $0 | $229,060-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 27.3%-27.3pp | 0.0%0pp |
| Annual return | 12.28% | 12.86%-0.6pp | 7.48%+4.8pp | 12.86%-0.6pp |
| Employer contribution / active EE | $6,865 | $13,687-49.8% | $39,603-82.7% | $13,687-49.8% |
| Participant deferral / active EE | $0 | $833-100.0% | $172-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $1,197-100.0% | - |