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 |
|---|---|---|
Filed as: MERRILL LYNCH Service code 28 · EIN 13-5674085 | Investment Management | $1,537,053 |
THE SEGAL COMPANY2+ years Service code 11 · EIN 13-1975125 | Actuarial | $110,093 |
LITTLER MENDELSON, P.C.2+ years Filed as: LITTLER MENDELSON Service code 29 · EIN 94-2602731 | Legal | $77,559 |
CUNNINGHAM & ASSOCIATES2+ years Service code 10 · EIN 38-3349378 | Accounting | $60,200 |
THE BANK OF NEW YORK MELLON2+ years Filed as: BANK OF AMERICA Service code 19 · EIN 34-1818258 | Securities Custodian | $60,091 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO Service code 22 · EIN 31-0683754 | Insurance Broker | $39,050 |
UFCW PENSION ADMIN FUND2+ years Service code 13 · EIN 34-1019035 | Contract Administrator | $31,711 |
SCHWARZWALD & MCNAIR2+ years Service code 29 · EIN 34-1327628 | Legal | $25,090 |
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.
Annual investment return 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 | $0 | $158,640-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 22.2%-22.2pp | 0.0%0pp |
| Annual return | 9.38% | 16.32%-6.9pp | 10.65%-1.3pp | 16.32%-6.9pp |
| Employer contribution / active EE | $2,538 | $12,766-80.1% | $30,880-91.8% | $12,766-80.1% |
| Participant deferral / active EE | $0 | $800-100.0% | $65-100.0% | $800-100.0% |
| Admin fee / account holder | $0 | $0 | $1,478-100.0% | - |