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 |
|---|---|---|
INT'L UNION OF BAC9 years Service code 15 · EIN 53-0038250 | Recordkeeping | $4,545,686 |
ALAN BILLER & ASSOCIATES4 years Filed as: ALAN D. BILLER & ASSOCIATES, INC. Service code 17 · EIN 94-2854958 | Pension Consulting | $748,500 |
CHEIRON11+ years Filed as: CHEIRON, INC Service code 11 · EIN 13-4215617 | Actuarial | $343,946 |
O'DONOGHUE & O'DONOGHUE10+ years Service code 29 · EIN 53-0120528 | Legal | $277,643 |
LESTER W. KAUFFMAN III3 years Service code 30 · EIN 52-6127745 | Direct payment from the plan; Employe... | $235,550 |
FUIMAN MOGILA, LLP3 years Service code 29 5 PENN PLAZA, 23RD FLOOR · NEW YORK, NY 10001 | Legal | $165,277 |
ULLICO6 years Filed as: ULLICO INVESTMENT ADVISORS, INC. Service code 28 · EIN 13-1423090 | Investment Management | $147,494 |
CALIBRE CPA GROUP PLLC11+ years Service code 10 · EIN 47-0900880 | Accounting | $138,084 |
INVESTMENT PERFORMANCE SERVICES11+ years Service code 27 · EIN 58-2432390 | Advisory (Plan) | $130,944 |
NANCY FERGUSON7 years Filed as: NANCY CALLAHAN Service code 30 · EIN 52-6127745 | Employee (plan); Direct payment from ... | $129,775 |
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.
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 | $178,317-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 20.5%-20.5pp | 0.0%0pp |
| Annual return | 11.43% | 9.42%+2.0pp | 9.57%+1.9pp | 9.42%+2.0pp |
| Employer contribution / active EE | $4,413 | $9,497-53.5% | $26,706-83.5% | $9,497-53.5% |
| Participant deferral / active EE | $0 | $388-100.0% | $213-100.0% | $388-100.0% |
| Admin fee / account holder | $0 | $0 | $1,620-100.0% | - |