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 |
|---|---|---|
LISA CERBES1+ years Service code 30 · EIN 16-6114794 | Employee (plan) | $115,785 |
SEGALL BRYANT & HAMILL1+ years Service code 28 · EIN 41-1788385 | Investment Management | $61,008 |
CHEIRON1+ years Service code 11 · EIN 13-4215617 | Actuarial | $48,884 |
LEGACY PROFESSIONALS LLP1+ years Service code 10 · EIN 32-0043599 | Accounting | $43,115 |
GUERRIERI, BARTOS & ROMA P.C.1+ years Filed as: GUERRIERI, CLAYMAN, BARTOS & PARCEL Service code 29 · EIN 52-1403822 | Legal | $22,755 |
MR. MICROCHIP1+ years Service code 16 · EIN 59-3084068 | Consulting | $10,393 |
AMALGAMATED BANK1+ years Filed as: AMALGAMATED BANK OF CHICAGO Service code 19 · EIN 36-0721895 | Securities Custodian | $9,306 |
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.
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 | $14,096,330-100.0% | $253,870-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.5%-10.5pp | 0.0%0pp |
| Annual return | -0.62% | -0.13%-0.5pp | -1.10%+0.5pp | 1.67%-2.3pp |
| Employer contribution / active EE | $2,057 | $11,793-82.6% | $27,248-92.5% | $10,506-80.4% |
| Participant deferral / active EE | $0 | $75-100.0% | $105-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $66,276-100.0% | $702,575-100.0% | $66,276-100.0% |