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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.
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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 |
|---|---|---|
CJBS, LLC1+ years Filed as: CJB&S, LLC Service code 10 · EIN 36-3524803 2100 SANDERS ROAD · NORTHBROOK, IL 60062 | Accounting | $14,760 |
MORDAN RETIREMENT CONSULTING, INC.1+ years Service code 17 · EIN 20-2139554 410 N. MERRILL STREET · PARK RIDGE, IL 60068 | Pension Consulting | $8,420 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $50,536 | $46,360+9.0% | $147,614-65.8% | $52,331-3.4% |
| Participation rate | 59.1% | 64.9%-5.8pp | 84.6%-25.5pp | 68.1%-9.0pp |
| Annual return | -1.33% | 1.62%-2.9pp | 61.98%-63.3pp | 4.54%-5.9pp |
| Employer contribution / active EE | $2,032 | $2,126-4.4% | $5,564-63.5% | $1,882+8.0% |
| Participant deferral / active EE | $4,049 | $2,258+79.4% | $4,895-17.3% | $3,022+34.0% |
| Admin fee / account holder | $249 | $766-67.5% | $11,611-97.9% | $592-57.9% |