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 436 HEALTH & WELFARE PLAN6+ years Service code 13 · EIN 34-0821253 | Contract Administrator | $346,717 |
CHEIRON6+ years Filed as: CHEIRON INC Service code 11 · EIN 13-4215617 | Actuarial | $324,835 |
ANDCO CONSULTING4 years Service code 27 · EIN 59-3676225 4901 VINELAND ROAD · ORLANDO, FL 32811 | Advisory (Plan) | $20,000 |
Filed as: FAULKNER, HOFFMAN & PHILLIPS Service code 29 · EIN 45-1540483 | Legal | $19,156 |
TRAMER SHORE & ZWICK6+ years Service code 10 · EIN 34-1595557 | Accounting | $12,775 |
INVESCO6+ years Filed as: INVESCO NATIONAL TRUST COMPANY Service code 28 · EIN 84-0591534 | Investment Management | $7,541 |
Filed as: KEY BANK Service code 21 P.O. BOX 93885 · CLEVELAND, OH 44101 | Bank Trustee | $6,791 |
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 | $409,661-100.0% | $165,322-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 32.5%-32.5pp | 1.7%-1.7pp |
| Annual return | 3.42% | 6.95%-3.5pp | 8.01%-4.6pp | 627.08%-623.7pp |
| Employer contribution / active EE | $32,840 | $11,635+182.3% | $29,475+11.4% | $18,824+74.5% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $637-100.0% | $1,923-100.0% |