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 |
|---|---|---|
IUBAC7+ years Service code 13 · EIN 53-0038250 | Contract Administrator | $310,226 |
THE SEGAL COMPANY5 years Filed as: SEGAL ADVISORS INC Service code 27 · EIN 13-2646110 | Advisory (Plan) | $75,919 |
CHEIRON7+ years Service code 11 · EIN 13-4215617 | Actuarial | $49,758 |
CALIBRE CPA GROUP PLLC7+ years Service code 10 · EIN 47-0900880 | Accounting | $31,200 |
ULLICO2 years Filed as: THE UNION LABOR LIFE INSURANCE COMP Service code 28 · EIN 13-1423090 | Investment Management | $17,395 |
COMERICA BANK7+ years Service code 19 · EIN 42-1741646 | Securities Custodian | $12,621 |
NEWTOWER TRUST COMPANY1 year Filed as: NEW TOWER TRUST COMPANY Service code 21 · EIN 30-0872552 | Bank Trustee | $10,135 |
INVESTMENT PERFORMANCE SERVICES6+ years Filed as: INVESTMENT PERFORMANCE SERVICES, LL Service code 16 · EIN 58-2432390 | Consulting | $8,855 |
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.
Participant 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 | $82,186-100.0% | $151,098-100.0% | $82,186-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.3%-16.3pp | 3.6%-3.6pp |
| Annual return | 18.23% | 13.92%+4.3pp | 11.31%+6.9pp | 11.84%+6.4pp |
| Employer contribution / active EE | $63,850 | $18,856+238.6% | $35,729+78.7% | $17,339+268.2% |
| Participant deferral / active EE | $3,444 | $2,000+72.2% | $237+1355.3% | $683+404.3% |
| Admin fee / account holder | $0 | $409-100.0% | $20,124-100.0% | $409-100.0% |