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 |
|---|---|---|
Filed as: STOUT RISIUS ROSS, LLC Service code 27 · EIN 87-3592543 | Advisory (Plan) | $65,912 |
GROOM LAW GROUP2 years Service code 29 · EIN 52-1219029 | Legal | $56,324 |
CHEIRON10+ years Service code 11 · EIN 13-4215617 | Actuarial | $46,810 |
MARQUETTE ASSOCIATES10+ years Service code 28 · EIN 36-3485298 | Investment Management | $35,000 |
Filed as: TIC MIDWEST, LLC Service code 10 · EIN 93-4217445 | Accounting | $30,087 |
CHERRY BEKAERT LLP2 years Service code 10 · EIN 56-0574444 | Accounting | $21,630 |
MORGAN STANLEY SMITH BARNEY9 years Filed as: MORGAN STANLEY PRIME PROPERTY Service code 28 · EIN 36-3145972 | Investment Management | $20,922 |
1ST SOURCE BANK9 years Filed as: 1ST SOURCE Service code 19 · EIN 35-6495542 | Securities Custodian | $18,010 |
MAY OBERFELL LORBER3 years Service code 29 · EIN 35-0914880 | Legal | $8,753 |
Filed as: MADDIN HAUSER Service code 29 · EIN 38-3024220 | Legal | $5,135 |
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.
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 | $57,974-100.0% | $105,290-100.0% | $49,655-100.0% |
| Participation rate | 0.0% | 19.2%-19.2pp | 12.3%-12.3pp | 17.1%-17.1pp |
| Annual return | 6.53% | 8.98%-2.5pp | 52.39%-45.9pp | 9.82%-3.3pp |
| Employer contribution / active EE | $5,540 | $17,759-68.8% | $23,486-76.4% | $13,587-59.2% |
| Participant deferral / active EE | $0 | $27-100.0% | $224-100.0% | $81-100.0% |
| Admin fee / account holder | $0 | $1,488-100.0% | $4,431-100.0% | $2,893-100.0% |