See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
IUBAC11+ years Service code 10 · EIN 53-0038250 | Accounting | $633,792 |
ALAN BILLER & ASSOCIATES4 years Filed as: ALAN D. BILLER & ASSOCIATES, INC. Service code 27 · EIN 94-2854958 | Advisory (Plan) | $66,000 |
CHEIRON6 years Filed as: CHEIRON, INC. Service code 11 · EIN 13-4215617 | Actuarial | $64,267 |
ARROWSTREET CAPITAL3 years Service code 28 · EIN 04-3472863 | Investment Management | $58,175 |
CALIBRE CPA GROUP PLLC11+ years Service code 10 · EIN 47-0900880 | Accounting | $46,505 |
FUIMAN MOGILA, LLP3 years Filed as: FUIMAN MOGLIA, LLP Service code 29 5 PENN PLAZA, 23RD FLOOR · NEW YORK, NY 10001 | Legal | $22,754 |
ULLICO6 years Filed as: THE UNION LABOR LIFE INSURANCE CO. Service code 28 · EIN 13-1423090 | Investment Management | $10,411 |
INVESTMENT PERFORMANCE SERVICES10+ years Filed as: INVESTMENT PERFORMANCE SERVICES, LL Service code 16 · EIN 58-2432390 | Consulting | $10,294 |
NEWTOWER TRUST COMPANY5 years Filed as: NEW TOWER TRUST COMPANY Service code 21 · EIN 30-0872552 | Bank Trustee | $9,638 |
COMERICA BANK11+ years Service code 19 · EIN 42-1741646 | Securities Custodian | $6,665 |
See 1 actuary disclosure. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
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 | $226,918-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 17.5%-17.5pp | 0.0%0pp |
| Annual return | 11.99% | 10.71%+1.3pp | 9.49%+2.5pp | 10.71%+1.3pp |
| Employer contribution / active EE | $26,285 | $14,986+75.4% | $29,215-10.0% | $14,986+75.4% |
| Participant deferral / active EE | $0 | $1,686-100.0% | $359-100.0% | $1,686-100.0% |
| Admin fee / account holder | $0 | $0 | $16,566-100.0% | - |