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 |
|---|---|---|
DELOITTE & TOUCHE LLP3+ years Filed as: DELOITTE CONSULTING Service code 11 · EIN 06-1454513 | Actuarial | $47,545 |
PLUMBERS LOCAL UNION NO. 6903+ years Filed as: PLUMBERS & PIPE. LOCAL 25 BENEFIT Service code 13 · EIN 47-1064332 | Contract Administrator | $36,933 |
INVESTMENT CONSULTING GROUP3+ years Service code 27 · EIN 42-1358707 | Advisory (Plan) | $30,000 |
NATIONAL INVESTMENT SERVICES3+ years Service code 28 · EIN 80-0169636 | Investment Management | $25,528 |
ROMOLO & ASSOCIATES3+ years Service code 10 · EIN 37-1077733 | Accounting | $19,462 |
Filed as: BAUM SIGMAN AUERBACH & NEUMAN LTD Service code 29 · EIN 36-2744057 | Legal | $17,758 |
JPMORGAN INVEST HOLDINGS LLC3+ years Filed as: CHEVY CHASE TRUST COMPANY Service code 28 · EIN 52-2037618 | Investment Management | $16,268 |
LANER MUCHIN3+ years Filed as: LANER MUCHIN LTD Service code 29 · EIN 36-3088463 | Legal | $14,975 |
QUAD CITY BANK & TRUST3+ years Service code 19 · EIN 42-1410409 | Securities Custodian | $6,000 |
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 | $44,091-100.0% | $184,886-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 4.5%-4.5pp |
| Annual return | 13.13% | 11.09%+2.0pp | 8.32%+4.8pp | 13.95%-0.8pp |
| Employer contribution / active EE | $16,155 | $10,980+47.1% | $30,793-47.5% | $16,598-2.7% |
| Participant deferral / active EE | $0 | $4,074-100.0% | $90-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $612-100.0% | $2,802-100.0% | $612-100.0% |