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 |
|---|---|---|
STACEY BRAUN ASSOCIATES, INC.10+ years Filed as: STACEY BRAUN ASSOCIATES Service code 27 · EIN 13-2889432 | Advisory (Plan) | $119,515 |
Filed as: BRICKLAYERS BENEFIT PLANS Service code 13 · EIN 23-1939024 | Contract Administrator | $86,667 |
THE SEGAL COMPANY8 years Filed as: SEGAL COMPANY Service code 11 · EIN 13-1835864 | Actuarial | $57,014 |
ZENITH AMERICAN SOLUTIONS9 years Filed as: ZENITH AMERICAN SOLUTIONS, INC. Service code 13 · EIN 25-1696740 | Contract Administrator | $38,995 |
PNC BANK, N.A.10+ years Filed as: PNC BANK Service code 19 · EIN 51-0015390 | Securities Custodian | $33,768 |
HOLROYD GELMAN, P.C.2 years Service code 29 · EIN 92-2604351 | Legal | $22,000 |
BELFINT, LYONS & SHUMAN, P.A.10+ years Service code 10 · EIN 51-0232399 | Accounting | $21,450 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $226,918-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 17.5%-17.5pp | 0.0%0pp |
| Annual return | 7.37% | 10.71%-3.3pp | 9.49%-2.1pp | 10.71%-3.3pp |
| Employer contribution / active EE | $3,759 | $14,986-74.9% | $29,215-87.1% | $14,986-74.9% |
| Participant deferral / active EE | $0 | $1,686-100.0% | $359-100.0% | $1,686-100.0% |
| Admin fee / account holder | $0 | $0 | $16,566-100.0% | - |