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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.
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 |
|---|---|---|
SEYFARTH SHAW LLP3+ years Service code 29 3807 COLLECTIONS CENTER DRIVE · CHICAGO, IL 60693 | Legal | $18,350 |
T ROWE PRICE RPS INC3+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $17,770 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $62,943 | $53,925+16.7% | $75,670-16.8% | $69,631-9.6% |
| Participation rate | 58.2% | 71.2%-13.0pp | 72.3%-14.1pp | 70.7%-12.5pp |
| Annual return | 1.14% | 17.84%-16.7pp | 27.34%-26.2pp | 27571.02%-27569.9pp |
| Employer contribution / active EE | $574 | $1,802-68.2% | $2,352-75.6% | $2,032-71.8% |
| Participant deferral / active EE | $2,616 | $2,569+1.8% | $3,142-16.8% | $3,224-18.9% |
| Admin fee / account holder | $89 | $97-8.8% | $5,800-98.5% | $110-19.8% |