See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: STRATEGIC CAPITAL INV. ADVISORS Service code 27 · EIN 36-4268991 | Advisory (Plan) | $122,499 |
ASB CAPITAL MANAGEMENT1+ years Filed as: ASB CAPITAL MANAGEMENT LLC Service code 28 · EIN 80-0618452 | Investment Management | $41,774 |
STEWART C. MILLER & CO., INC.1+ years Filed as: STEWART C. MILLER & CO, INC Service code 14 · EIN 35-1820020 | Plan Administrator | $40,247 |
NATIONAL INVESTMENT SERVICES1+ years Service code 28 · EIN 80-0169636 | Investment Management | $37,124 |
JOHNSON & KROL, LLC1+ years Filed as: JOHNSON & KROL LLC Service code 29 · EIN 36-4342024 | Legal | $35,349 |
HUNT INSURANCE AGENCY, INC.1+ years Filed as: HUNT INSURANCE AGENCY Service code 22 12000 SOUTH HARLEM AVENUE · PALOS HEIGHTS, IL 60463 | Insurance Broker | $22,110 |
TED WINDSOR & ASSOCIATES1+ years Service code 11 · EIN 36-4374704 | Actuarial | $20,500 |
LEGACY PROFESSIONALS LLP1+ years Service code 10 · EIN 32-0043599 | Accounting | $18,176 |
AMALGAMATED BANK1+ years Filed as: AMALGAMATED BANK OF CHICAGO Service code 19 · EIN 36-0721895 | Securities Custodian | $8,893 |
See 1 actuary disclosure. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $35,636-100.0% | $209,859-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 1.8%-1.8pp |
| Annual return | -3.78% | 3.49%-7.3pp | 4.16%-7.9pp | 7.18%-11.0pp |
| Employer contribution / active EE | $11,346 | $11,083+2.4% | $29,966-62.1% | $13,095-13.4% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $13,952-100.0% | $362-100.0% |