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 |
|---|---|---|
FABIAN & BYRN LLC1 year Filed as: FABIAN BYRN LLC Service code 13 · EIN 25-1914887 | Contract Administrator | $150,000 |
SEGALL BRYANT & HAMILL5 years Filed as: SEGALL BRYANT HAMILL Service code 28 · EIN 35-2679129 | Investment Management | $94,322 |
LISA CERBES10+ years Service code 30 · EIN 16-6114794 | Employee (plan) | $71,395 |
CHEIRON10+ years Service code 11 · EIN 13-4215617 | Actuarial | $64,456 |
BREDHOFF & KAISER2 years Filed as: BREDHOFF & KAISER PLLC Service code 29 · EIN 52-0969534 | Legal | $51,580 |
LEGACY PROFESSIONALS LLP10+ years Service code 10 · EIN 32-0043599 | Accounting | $47,785 |
AMALGAMATED BANK10+ years Filed as: AMALGAMATED BANK OF CHICAGO Service code 19 · EIN 36-0721895 | Securities Custodian | $16,087 |
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 | $124,814-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 22.2%-22.2pp | 0.0%0pp |
| Annual return | 10.12% | 9.32%+0.8pp | 10.54%-0.4pp | 9.30%+0.8pp |
| Employer contribution / active EE | $2,985 | $14,511-79.4% | $26,782-88.9% | $12,557-76.2% |
| Participant deferral / active EE | $0 | $1,678-100.0% | $122-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $129-100.0% | - |