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 78010+ years Service code 15 6301 N NORTHWEST HIGHWAY · CHICAGO, IL 60631 | Recordkeeping | $99,767 |
TED WINDSOR & ASSOCIATES1 year Filed as: TED WINDSOR AND ASSOCIATES Service code 11 · EIN 36-4374704 | Actuarial | $42,033 |
Filed as: MERRILL LYNCH Service code 27 · EIN 13-5674085 33 W MONROE ST · CHICAGO, IL 60603 | Advisory (Plan) | $27,089 |
GARY E. GROSS LAW OFFICES5 years Service code 29 · EIN 32-0462156 201 BLACKSTONE AVENUE · LAGRANGE, IL 60525 | Legal | $21,600 |
CALIBRE CPA GROUP PLLC10+ years Service code 10 · EIN 47-0900880 566 W LAKE ST, STE 300 · CHICAGO, IL 60661 | Accounting | $17,500 |
PAYLOCITY10+ years Service code 49 3850 N WILKE RD · ARLINGTON HEIGHTS, IL 60004 | Other Services | $15,144 |
US BANK9 years Service code 19 136 S WASHINGTON · NAPERVILLE, IL 60566 | Securities Custodian | $11,226 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $157,677-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 28.6%-28.6pp | 0.0%0pp |
| Annual return | 8.40% | 9.30%-0.9pp | 8.39%0pp | 9.30%-0.9pp |
| Employer contribution / active EE | $3,965 | $12,557-68.4% | $41,487-90.4% | $12,557-68.4% |
| Participant deferral / active EE | $0 | $2,867-100.0% | $40-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $3,303-100.0% | - |