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 |
|---|---|---|
LOCAL 436 HEALTH & WELFARE PLAN3+ years Service code 13 · EIN 34-0821253 | Contract Administrator | $350,270 |
CHEIRON3+ years Filed as: CHEIRON INC Service code 11 · EIN 13-4215617 | Actuarial | $155,356 |
Filed as: FAULKNER, HOFFMAN & PHILLIPS Service code 29 · EIN 45-1540483 | Legal | $30,462 |
ANDCO CONSULTING1 year Service code 27 · EIN 59-3676225 4901 VINELAND ROAD · ORLANDO, FL 32811 | Advisory (Plan) | $20,000 |
TEAMSTERS LOCAL UNION 4363+ years Service code 14 · EIN 34-0210685 | Plan Administrator | $17,100 |
INVESCO3+ years Filed as: INVESCO NATIONAL TRUST COMPANY Service code 28 · EIN 84-0591534 | Investment Management | $12,309 |
TRAMER SHORE & ZWICK3+ years Service code 10 · EIN 34-1595557 | Accounting | $12,288 |
Filed as: KEY BANK Service code 21 P.O. BOX 93885 · CLEVELAND, OH 44101 | Bank Trustee | $5,296 |
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.
Annual investment return 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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $44,091-100.0% | $184,886-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 4.5%-4.5pp |
| Annual return | 8.17% | 11.09%-2.9pp | 8.32%-0.2pp | 13.95%-5.8pp |
| Employer contribution / active EE | $24,059 | $10,980+119.1% | $30,793-21.9% | $16,598+45.0% |
| Participant deferral / active EE | $0 | $4,074-100.0% | $90-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $612-100.0% | $2,802-100.0% | $612-100.0% |