Filed December 8, 2021
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 |
|---|---|---|
CK FINANCIAL LLC3+ years Filed as: MB FINANCIAL, N.A. Service code 21 6111 N. RIVER ROAD · ROSEMONT, IL 60018 | Bank Trustee | $47,375 |
EPIC RETIREMENT PLAN SERVICES3+ years Filed as: EPIC ADVISORS, INC. Service code 15 · EIN 16-1450952 | Recordkeeping | $9,767 |
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $3,099 |
ADP BROKER-DEALER1 year Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,374 | $44,059-6.1% | $71,671-42.3% | $69,631-40.6% |
| Participation rate | 64.6% | 60.8%+3.8pp | 68.7%-4.2pp | 70.7%-6.1pp |
| Annual return | 18.41% | 21.97%-3.6pp | 20.65%-2.2pp | 27571.02%-27552.6pp |
| Employer contribution / active EE | $778 | $1,305-40.3% | $2,460-68.4% | $2,032-61.7% |
| Participant deferral / active EE | $2,187 | $2,370-7.7% | $3,438-36.4% | $3,224-32.1% |
| Admin fee / account holder | $179 | $108+66.2% | $5,558-96.8% | $110+62.0% |