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 |
|---|---|---|
1ST SOURCE BANK5 years Filed as: 1ST SOURCE Service code 51 · EIN 35-6495542 | Investment Mgmt Fees | $305,145 |
MORGAN STANLEY SMITH BARNEY5 years Filed as: MORGAN STANLEY PRIME PROPERTY Service code 51 · EIN 36-3145972 | Investment Mgmt Fees | $67,484 |
CHEIRON6+ years Service code 11 · EIN 13-4215617 | Actuarial | $38,310 |
MARQUETTE ASSOCIATES6+ years Service code 27 · EIN 36-3485298 | Advisory (Plan) | $35,000 |
Service code 13 · EIN 13-2600875 | Contract Administrator | $18,000 |
MCM CPAS & ADVISORS LLP4 years Service code 10 · EIN 27-1235638 | Accounting | $12,125 |
GREGORIO MARCO2 years Filed as: GREGORIO & MARCO Service code 29 2 N. LASALLE STREET · CHICAGO, IL 60602 | Legal | $8,550 |
TERESA A MASSA, ATTORNEY1 year Filed as: TERESA A. MASSA Service code 29 · EIN 46-0681912 | Legal | $5,726 |
Service code 29 205 WEST JEFFERSON BOULEVARD · SOUTH BEND, IN 46601 | Legal | $4,318 |
AMERICAN REALTY ADVISORS1 year Filed as: AMERICAN ARBITRATION ASSOCIATION Service code 29 13727 NOEL ROAD · DALLAS, TX 75240 | Legal | $1,435 |
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.
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 | $14,823-100.0% | $220,551-100.0% | $95,044-100.0% |
| Participation rate | 0.0% | 2.5%-2.5pp | 8.7%-8.7pp | 8.4%-8.4pp |
| Annual return | 25.52% | 11.70%+13.8pp | 7.32%+18.2pp | 18.34%+7.2pp |
| Employer contribution / active EE | $77,493 | $9,106+751.0% | $23,426+230.8% | $14,665+428.4% |
| Participant deferral / active EE | $0 | $39-100.0% | $107-100.0% | $70-100.0% |
| Admin fee / account holder | $0 | $205-100.0% | $9,522-100.0% | $9,141-100.0% |