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 |
|---|---|---|
INT'L UNION OF BAC1 year Service code 10 · EIN 53-0038250 | Accounting | $2,959,782 |
ENTRUST PARTNERS OFFSHORE LP2+ years Filed as: ENTRUST CAPITAL Service code 27 375 PARK AVE 24TH FLOOR · NEW YORK, NY 10152 | Advisory (Plan) | $1,039,100 |
THE SEGAL COMPANY1 year Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $912,663 |
LSV ASSET MANAGEMENT3+ years Service code 28 · EIN 23-2772200 | Investment Management | $666,172 |
FISHER INVESTMENTS3+ years Filed as: FISHER INVESTMENTS INC Service code 28 · EIN 20-2480800 | Investment Management | $338,715 |
ULLICO3+ years Filed as: UNION LABOR LIFE INSURANCE COMPANY Service code 28 · EIN 52-6435649 | Investment Management | $316,250 |
HAMILTON LANE ADVISORS, LLC3+ years Filed as: HAMILTON LANE Service code 28 · EIN 23-2962336 ONE PRESIDENTIAL BLVD., 4TH FL · BALA CYNWYD, PA 19004 | Investment Management | $294,924 |
CHEIRON3+ years Filed as: CHEIRON, INC Service code 11 · EIN 13-4215617 | Actuarial | $262,774 |
Service code 28 · EIN 75-2403190 2200 ROSS AVE, 31ST FLOOR · DALLAS, TX 75201 | Investment Management | $244,349 |
DAVID ROMANO3+ years Filed as: DAVID STUPAR Service code 30 · EIN 52-6127745 | Employee (plan) | $197,921 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $14,491,905-100.0% | $184,886-100.0% | $14,491,905-100.0% |
| Participation rate | 0.0% | 5.3%-5.3pp | 47.1%-47.1pp | 5.3%-5.3pp |
| Annual return | 9.24% | 1057.21%-1048.0pp | 8.32%+0.9pp | 1057.21%-1048.0pp |
| Employer contribution / active EE | $3,439 | $14,374-76.1% | $30,793-88.8% | $14,374-76.1% |
| Participant deferral / active EE | $0 | $351-100.0% | $90-100.0% | $351-100.0% |
| Admin fee / account holder | $0 | $81,210-100.0% | $2,802-100.0% | $81,210-100.0% |