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 PENSION7+ years Service code 49 · EIN 36-6527340 | Other Services | $68,427 |
KEEBECK WEALTH MANAGEMENT4 years Service code 51 · EIN 83-0689199 | Investment Mgmt Fees | $66,976 |
THE SEGAL COMPANY3 years Filed as: SEGAL CONSULTING Service code 11 101 NORTH WACKER DRIVE, SUITE 500 · CHICAGO, IL 60606 | Actuarial | $50,000 |
CALIBRE CPA GROUP PLLC7+ years Service code 10 · EIN 47-0900880 | Accounting | $32,000 |
LIQUOR WORKERS LOCAL 37+ years Filed as: LOCAL 3 UNION Service code 49 · EIN 36-4044987 | Other Services | $31,410 |
BRIAN FREEMAN1 year Filed as: BRIAN REYNOLDS Service code 30 · EIN 36-6527340 | Employee (plan) | $26,161 |
JAMES A. REICHERT1 year Filed as: JAMES HENRY DUFF Service code 30 · EIN 36-6527340 | Employee (plan) | $26,111 |
ADP BROKER-DEALER3 years Filed as: ADP Service code 99 209 W JACKSON BLVD · CHICAGO, IL 60606 | Other Fees | $18,018 |
Service code 17 · EIN 59-3331424 3030 NORTH ROCKY POINT DRIVE WEST · TAMPA, FL 33607 | Pension Consulting | $10,240 |
ELITE ADMINISTRATION7+ years Filed as: ELITE ADMINISTRATION & INSURANCE GR Service code 22 · EIN 36-2238689 | Insurance Broker | $0 |
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.
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 | $164,233-100.0% | $565,817-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 29.9%-29.9pp | 0.0%0pp |
| Annual return | 3.50% | -12.27%+15.8pp | -8.79%+12.3pp | 2.77%+0.7pp |
| Employer contribution / active EE | $7,919 | $13,732-42.3% | $43,435-81.8% | $15,262-48.1% |
| Participant deferral / active EE | $0 | $0 | $12-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $866-100.0% | $1,015-100.0% |