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 |
|---|---|---|
Service code 29 · EIN 95-2956616 | Legal | $130,902 |
SEYFARTH SHAW LLP10+ years Service code 29 · EIN 36-2152202 | Legal | $76,130 |
ALAN BILLER & ASSOCIATES10+ years Filed as: ALAN D. BILLER & ASSOCIATES Service code 27 · EIN 94-2854958 | Advisory (Plan) | $65,320 |
Filed as: PWC LLP Service code 10 · EIN 13-4008324 | Accounting | $51,014 |
THE SEGAL COMPANY7 years Service code 11 · EIN 94-1503999 | Actuarial | $43,361 |
ILWU-PMA BENEFIT PLANS2 years Filed as: ILWU-PMA BENEFIT PLANS (SALARIES) Service code 12 · EIN 94-6068578 | Recordkeeping and information managem... | $34,460 |
UBS FINANCIAL SERVICES INC10+ years Filed as: UBS REALTY INVESTORS LLC Service code 51 · EIN 06-1452020 | Investment Mgmt Fees | $26,048 |
BLACKROCK2 years Filed as: BLACKROCK INSTITUTIONAL TRUST CO NA Service code 51 · EIN 94-3112180 | Investment Mgmt Fees | $17,654 |
Filed as: PWC US TAX LLP Service code 70 · EIN 92-0460586 | Consulting Fees | $10,198 |
PACIFIC MARITIME ASSOCIATION10+ years Service code 10 · EIN 94-1126322 | Accounting | $9,063 |
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 | - | - |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 0.0%0pp |
| Annual return | 11.23% | 10.71%+0.5pp | 16.77%-5.5pp | 10.71%+0.5pp |
| Employer contribution / active EE | $20,215 | $14,986+34.9% | $28,306-28.6% | $14,986+34.9% |
| Participant deferral / active EE | $0 | $1,686-100.0% | $40-100.0% | $1,686-100.0% |
| Admin fee / account holder | $0 | $0 | - | - |