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 |
|---|---|---|
HOWARD SIMON & ASSOCIATES, INC.10+ years Service code 17 304 SAUNDERS ROAD · RIVERWOODS, IL 60015 | Pension Consulting | $50,929 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $186,331 | $34,934+433.4% | $56,411+230.3% | $74,495+150.1% |
| Participation rate | 92.9% | 32.8%+60.1pp | 52.5%+40.4pp | 67.2%+25.7pp |
| Annual return | 15.09% | 25.94%-10.8pp | 1701.33%-1686.2pp | 1364.94%-1349.8pp |
| Employer contribution / active EE | $3,718 | $609+510.5% | $1,039+258.0% | $2,623+41.7% |
| Participant deferral / active EE | $4,909 | $1,170+319.5% | $1,952+151.5% | $4,346+13.0% |
| Admin fee / account holder | $212 | $2,364-91.0% | $2,829-92.5% | $1,942-89.1% |