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 |
|---|---|---|
Service code 27 1 E. WACKER DRIVE · CHICAGO, IL 60601 | Advisory (Plan) | $11,150 |
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,903 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,506 |
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 | $98,402 | $36,916+166.6% | $156,549-37.1% | $57,658+70.7% |
| Participation rate | 87.6% | 63.4%+24.1pp | 84.0%+3.6pp | 70.2%+17.4pp |
| Annual return | 7.32% | 12.38%-5.1pp | 32.23%-24.9pp | 5.13%+2.2pp |
| Employer contribution / active EE | $2,432 | $1,571+54.8% | $5,501-55.8% | $1,974+23.2% |
| Participant deferral / active EE | $7,417 | $1,926+285.2% | $4,871+52.3% | $3,061+142.3% |
| Admin fee / account holder | $70 | $82-14.5% | $13,027-99.5% | $95-25.4% |