Filed July 15, 2022 (most recent of 4 filings on file)
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 |
|---|---|---|
RSM US LLP4+ years Filed as: MCGLADREY INVESTMENT ADVISORY SERVI Service code 27 ONE S. WACKER DRIVE · CHICAGO, IL 60606 | Advisory (Plan) | $49,896 |
VERISIGHT, INC.5+ years Filed as: VERISIGHT Service code 19 135 SOUTH LASALLE STREET · CHICAGO, IL 606034185 | Securities Custodian | $39,657 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,721 | $73,404+23.6% | $87,100+4.2% | $67,579+34.2% |
| Participation rate | 100.0% | 80.9%+19.1pp | 76.9%+23.1pp | 71.3%+28.7pp |
| Annual return | 18.96% | 48.29%-29.3pp | 28.19%-9.2pp | 378.56%-359.6pp |
| Employer contribution / active EE | $7,615 | $2,014+278.1% | $2,521+202.0% | $2,148+254.6% |
| Participant deferral / active EE | $4,093 | $3,913+4.6% | $4,049+1.1% | $3,539+15.6% |
| Admin fee / account holder | $99 | $142-30.3% | $7,497-98.7% | $142-30.6% |