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 |
|---|---|---|
LOCAL 3 SALES PENSION5+ years Service code 49 · EIN 36-6527340 | Other Services | $83,069 |
THE SEGAL COMPANY1 year Filed as: SEGAL CONSULTING Service code 11 101 NORTH WACKER DRIVE, SUITE 500 · CHICAGO, IL 60606 | Actuarial | $59,023 |
THOMAS BEAL2 years Filed as: THOMAS SLOTA Service code 30 · EIN 36-6527340 | Employee (plan) | $49,265 |
CALIBRE CPA GROUP PLLC5+ years Service code 10 · EIN 47-0900880 | Accounting | $44,500 |
KEEBECK WEALTH MANAGEMENT2 years Service code 51 · EIN 83-0689199 | Investment Mgmt Fees | $43,638 |
VINCENT FEDELE1 year Filed as: VINCENT VIDMER Service code 30 · EIN 36-6527340 | Employee (plan) | $28,940 |
LIQUOR WORKERS LOCAL 35+ years Filed as: LOCAL 3 UNION Service code 49 · EIN 36-4044987 | Other Services | $27,907 |
Service code 17 · EIN 59-3331424 3030 NORTH ROCKY POINT DRIVE WEST · TAMPA, FL 33607 | Pension Consulting | $11,947 |
ADP BROKER-DEALER1 year Filed as: ADP Service code 99 209 W JACKSON BLVD · CHICAGO, IL 60606 | Other Fees | $10,515 |
FIRST MIDWEST BANK5+ years Service code 18 1 PIERCE PLACE, 1500W · ITASCA, IL 60134 | Custodial (other than securities) | $5,726 |
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.
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 | $2,822,362-100.0% | $319,634-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 27.6%-27.6pp | 0.6%-0.6pp |
| Annual return | -0.58% | 8.57%-9.2pp | 174.94%-175.5pp | 11.45%-12.0pp |
| Employer contribution / active EE | $6,664 | $13,016-48.8% | $38,590-82.7% | $17,219-61.3% |
| Participant deferral / active EE | $0 | $0 | $8-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $15,480-100.0% | $3,298-100.0% | $15,480-100.0% |