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 | $1,525,846 |
UFCW PENSION ADMIN FUND5+ years Service code 13 · EIN 34-1019035 | Contract Administrator | $350,401 |
THE SEGAL COMPANY5+ years Service code 11 · EIN 13-1975125 | Actuarial | $107,109 |
LITTLER MENDELSON, P.C.5+ years Filed as: LITTLER MENDELSON Service code 29 · EIN 94-2602731 | Legal | $78,072 |
CUNNINGHAM & ASSOCIATES5+ years Service code 10 · EIN 38-3349378 | Accounting | $62,000 |
WELLS FARGO BANK, N.A.5+ years Filed as: WELLS FARGO Service code 22 · EIN 31-0683754 | Insurance Broker | $43,151 |
THE BANK OF NEW YORK MELLON5+ years Filed as: BANK OF AMERICA Service code 19 · EIN 34-1818258 | Securities Custodian | $34,561 |
SCHWARZWALD & MCNAIR1 year Filed as: SCHWARZWALD MCNAIR&FUSCO Service code 29 · EIN 34-1327628 | Legal | $7,387 |
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.
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 | $161,673-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 41.7%-41.7pp | 0.0%0pp |
| Annual return | 8.22% | 5230.06%-5221.8pp | 9.65%-1.4pp | 5230.06%-5221.8pp |
| Employer contribution / active EE | $3,173 | $10,491-69.8% | $27,458-88.4% | $10,491-69.8% |
| Participant deferral / active EE | $0 | $460-100.0% | $33-100.0% | $460-100.0% |
| Admin fee / account holder | $0 | $0 | $23,561-100.0% | - |