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 |
|---|---|---|
OCTOBER THREE CONSULTING LLC4 years Filed as: OCTOBER THREE CONSULTING Service code 11 · EIN 27-1175487 233 S WACKER DR, SUITE 8350 · CHICAGO, IL 60606 | Actuarial | $43,351 |
DIMEO SCHNEIDER & ASSOCIATES LLC6+ years Service code 27 · EIN 36-4001764 500 W MADISON, SUITE 3855 · CHICAGO, IL 60651 | Advisory (Plan) | $36,814 |
US BANK2 years Service code 21 · EIN 31-0841368 800 NICOLLET MALL · MINNEAPOLIS, MN 554027020 | Bank Trustee | $27,071 |
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 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 | $0 | $409,661-100.0% | $75,924-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 1.7%-1.7pp | 52.9%-52.9pp | 1.7%-1.7pp |
| Annual return | 16.64% | 627.08%-610.4pp | 6.78%+9.9pp | 627.08%-610.4pp |
| Employer contribution / active EE | $5,385 | $18,824-71.4% | $28,542-81.1% | $18,824-71.4% |
| Participant deferral / active EE | $0 | $418-100.0% | $763-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $1,754-100.0% | $1,923-100.0% |