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 CERBES6+ years Service code 30 · EIN 16-6114794 | Employee (plan) | $134,773 |
SEGALL BRYANT & HAMILL1 year Filed as: SEGALL BRYANT HAMILL Service code 28 · EIN 41-1788385 | Investment Management | $80,518 |
CHEIRON6+ years Service code 11 · EIN 13-4215617 | Actuarial | $47,716 |
LEGACY PROFESSIONALS LLP6+ years Service code 10 · EIN 32-0043599 | Accounting | $34,500 |
GUERRIERI, BARTOS & ROMA P.C.4 years Service code 29 · EIN 52-1403822 | Legal | $16,942 |
AMALGAMATED BANK6+ years Filed as: AMALGAMATED BANK OF CHICAGO Service code 19 · EIN 36-0721895 | Securities Custodian | $12,831 |
MR. MICROCHIP6+ years Service code 15 · EIN 59-3084068 | Recordkeeping | $9,955 |
LASALLE CONSULTING PARTNERS4 years Service code 16 · EIN 36-4030449 | Consulting | $7,813 |
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 | $0 | $353,945-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 20.8%-20.8pp | 0.0%0pp |
| Annual return | 12.10% | 10.88%+1.2pp | 10.57%+1.5pp | 12.86%-0.8pp |
| Employer contribution / active EE | $2,649 | $18,143-85.4% | $29,483-91.0% | $13,687-80.6% |
| Participant deferral / active EE | $0 | $4-100.0% | $150-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $2,009-100.0% | - |