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.9+ years Service code 17 304 SAUNDERS ROAD · RIVERWOODS, IL 60015 | Pension Consulting | $42,108 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $189,220 | $27,839+579.7% | $58,482+223.6% | $71,457+164.8% |
| Participation rate | 94.2% | 34.5%+59.7pp | 50.9%+43.4pp | 67.9%+26.3pp |
| Annual return | 16.27% | 26.81%-10.5pp | 4239.32%-4223.0pp | 28.85%-12.6pp |
| Employer contribution / active EE | $3,481 | $631+452.0% | $1,053+230.5% | $2,588+34.5% |
| Participant deferral / active EE | $4,941 | $1,206+309.6% | $1,924+156.8% | $4,289+15.2% |
| Admin fee / account holder | $203 | $1,641-87.6% | $2,516-91.9% | $1,587-87.2% |