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 CERBES4+ years Service code 30 · EIN 16-6114794 | Employee (plan) | $128,686 |
SEGALL BRYANT & HAMILL4+ years Service code 28 · EIN 41-1788385 | Investment Management | $71,101 |
CHEIRON4+ years Service code 11 · EIN 13-4215617 | Actuarial | $62,621 |
LEGACY PROFESSIONALS LLP4+ years Service code 10 · EIN 32-0043599 | Accounting | $37,500 |
GUERRIERI, BARTOS & ROMA P.C.2 years Service code 29 · EIN 52-1403822 | Legal | $13,994 |
AMALGAMATED BANK4+ years Filed as: AMALGAMATED BANK OF CHICAGO Service code 19 · EIN 36-0721895 | Securities Custodian | $11,442 |
MR. MICROCHIP4+ years Service code 15 · EIN 59-3084068 | Recordkeeping | $10,242 |
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 | $955,976-100.0% | $280,855-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.6%-21.6pp | 0.0%0pp |
| Annual return | -5.23% | -1.31%-3.9pp | -0.70%-4.5pp | 33.37%-38.6pp |
| Employer contribution / active EE | $2,526 | $12,967-80.5% | $28,903-91.3% | $11,253-77.6% |
| Participant deferral / active EE | $0 | $1-100.0% | $148-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $0 | $1,852-100.0% | $99,113-100.0% |