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 |
|---|---|---|
IATSE LOCAL UNION 7807+ years Service code 15 6301 N NORTHWEST HIGHWAY · CHICAGO, IL 60631 | Recordkeeping | $87,841 |
TED WINDSOR & ASSOCIATES3 years Filed as: TED WINDSOR AND ASSOC Service code 11 · EIN 36-4374704 | Actuarial | $34,625 |
MARQUETTE ASSOCIATES7+ years Service code 27 · EIN 36-3485298 | Advisory (Plan) | $30,000 |
CALIBRE CPA GROUP PLLC7+ years Service code 10 · EIN 47-0900880 566 W LAKE ST, STE 300 · CHICAGO, IL 60661 | Accounting | $21,915 |
GARY E. GROSS LAW OFFICES2 years Service code 29 · EIN 32-0462156 201 BLACKSTONE AVENUE · LAGRANGE, IL 60525 | Legal | $21,667 |
PAYLOCITY7+ years Service code 49 3850 N WILKE RD · ARLINGTON HEIGHTS, IL 60004 | Other Services | $10,909 |
US BANK6 years Service code 19 136 S WASHINGTON · NAPERVILLE, IL 60566 | Securities Custodian | $8,106 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,472,696-100.0% | $439,512-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 26.8%-26.8pp | 0.7%-0.7pp |
| Annual return | 1.20% | 11.40%-10.2pp | 9.07%-7.9pp | 13.24%-12.0pp |
| Employer contribution / active EE | $3,967 | $18,263-78.3% | $46,116-91.4% | $14,616-72.9% |
| Participant deferral / active EE | $0 | $791-100.0% | $107-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $4,137-100.0% | $147,323-100.0% | $4,137-100.0% |