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 | $374,903 |
ARROWSTREET CAPITAL3 years Service code 28 · EIN 04-3472863 | Investment Management | $85,302 |
ALAN BILLER & ASSOCIATES4 years Filed as: ALAN D. BILLER & ASSOCIATES, INC. Service code 27 · EIN 94-2854958 | Advisory (Plan) | $75,000 |
CHEIRON3 years Filed as: CHEIRON, INC. Service code 11 · EIN 13-4215617 | Actuarial | $68,328 |
CALIBRE CPA GROUP PLLC11+ years Service code 10 · EIN 47-0900880 | Accounting | $35,381 |
FUIMAN MOGILA, LLP3 years Filed as: FUIMAN MOGLIA, LLP Service code 29 5 PENN PLAZA, 23RD FLOOR · NEW YORK, NY 10001 | Legal | $22,954 |
ULLICO3 years Filed as: THE UNION LABOR LIFE INSURANCE CO. Service code 28 · EIN 13-1423090 | Investment Management | $15,325 |
COMERICA BANK11+ years Service code 19 · EIN 42-1741646 | Securities Custodian | $14,881 |
NEWTOWER TRUST COMPANY5 years Filed as: NEW TOWER TRUST COMPANY Service code 21 · EIN 30-0872552 | Bank Trustee | $14,115 |
INVESTMENT PERFORMANCE SERVICES10+ years Filed as: INVESTMENT PERFORMANCE SERVICES, LL Service code 16 · EIN 58-2432390 | Consulting | $12,038 |
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 | $36,224-100.0% | $226,918-100.0% | $36,224-100.0% |
| Participation rate | 0.0% | 2.1%-2.1pp | 17.5%-17.5pp | 2.1%-2.1pp |
| Annual return | 12.70% | 9.14%+3.6pp | 9.49%+3.2pp | 9.14%+3.6pp |
| Employer contribution / active EE | $50,543 | $19,963+153.2% | $29,215+73.0% | $19,963+153.2% |
| Participant deferral / active EE | $3,814 | $919+315.0% | $359+961.7% | $919+315.0% |
| Admin fee / account holder | $0 | $200-100.0% | $16,566-100.0% | $200-100.0% |