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 |
|---|---|---|
IUBAC9+ years Service code 10 · EIN 53-0038250 | Accounting | $416,478 |
ARROWSTREET CAPITAL1 year Service code 28 · EIN 04-3472863 | Investment Management | $80,421 |
ALAN BILLER & ASSOCIATES2 years Filed as: ALAN D. BILLER & ASSOCIATES, INC. Service code 27 · EIN 94-2854958 | Advisory (Plan) | $75,000 |
CHEIRON1 year Filed as: CHEIRON, INC. Service code 11 · EIN 13-4215617 | Actuarial | $55,277 |
CALIBRE CPA GROUP PLLC9+ years Service code 10 · EIN 47-0900880 | Accounting | $32,750 |
ULLICO1 year Filed as: THE UNION LABOR LIFE INSURANCE CO. Service code 28 · EIN 13-1423090 | Investment Management | $29,016 |
NEWTOWER TRUST COMPANY3 years Filed as: NEW TOWER TRUST COMPANY Service code 21 · EIN 30-0872552 | Bank Trustee | $13,992 |
O'DWYER & BERNSTEIN, LLP1 year Filed as: O'DWYER & BERNSTIEN, LLP Service code 29 8 E 41ST STREET, 8TH FLOOR · NEW YORK, NY 10017 | Legal | $11,250 |
INVESTMENT PERFORMANCE SERVICES8+ years Filed as: INVESTMENT PERFORMANCE SERVICES, LL Service code 16 · EIN 58-2432390 | Consulting | $10,469 |
COMERICA BANK9+ years Service code 19 · EIN 42-1741646 | Securities Custodian | $10,035 |
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.
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 | $9,556,684-100.0% | $163,428-100.0% | $9,556,684-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.1%-16.1pp | 2.4%-2.4pp |
| Annual return | 11.33% | 14.43%-3.1pp | 9.36%+2.0pp | 22.81%-11.5pp |
| Employer contribution / active EE | $66,927 | $16,909+295.8% | $31,270+114.0% | $18,290+265.9% |
| Participant deferral / active EE | $3,593 | $2,194+63.7% | $263+1263.5% | $603+495.8% |
| Admin fee / account holder | $0 | $85,222-100.0% | $9,460-100.0% | $85,222-100.0% |