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 |
|---|---|---|
LOCAL 3 SALES PENSION4+ years Service code 49 · EIN 36-6527340 | Other Services | $56,157 |
THOMAS BEAL1 year Filed as: THOMAS SLOTA Service code 30 · EIN 36-6527340 | Employee (plan) | $50,244 |
CALIBRE CPA GROUP PLLC4+ years Service code 10 · EIN 47-0900880 | Accounting | $45,035 |
Filed as: MERRILL LYNCH WEALTH MANAGEMENT Service code 51 · EIN 13-5674085 1400 MERRILL LYNCH DRIVE · PENNINGTON, NJ 08534 | Investment Mgmt Fees | $32,201 |
VINCENT FEDELE1 year Filed as: VINCENT VIDNER Service code 30 · EIN 36-6527340 | Employee (plan) | $31,563 |
HARTMAN & ASSOCIATES4+ years Service code 11 · EIN 32-0000497 | Actuarial | $28,834 |
LIQUOR WORKERS LOCAL 34+ years Filed as: LOCAL 3 UNION Service code 49 · EIN 36-4044987 | Other Services | $27,613 |
Service code 51 · EIN 83-0689199 | Investment Mgmt Fees | $15,446 |
Service code 17 · EIN 59-3331424 3030 NORTH ROCKY POINT DRIVE WEST · TAMPA, FL 33607 | Pension Consulting | $9,280 |
FIRST MIDWEST BANK4+ years Service code 18 1 PIERCE PLACE, 1500W · ITASCA, IL 60134 | Custodial (other than securities) | $5,030 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $3,370,408-100.0% | $286,273-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 30.6%-30.6pp | 1.2%-1.2pp |
| Annual return | -0.11% | 16.35%-16.5pp | 10.78%-10.9pp | 53.27%-53.4pp |
| Employer contribution / active EE | $5,967 | $11,482-48.0% | $41,857-85.7% | $14,774-59.6% |
| Participant deferral / active EE | $0 | $34-100.0% | $59-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | $83,605-100.0% | $13,289-100.0% |