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 |
|---|---|---|
CHICAGO EQUITY PARTNERS4+ years Filed as: CHICAGO EQUITY PARTNER LLC Service code 28 · EIN 36-4338679 | Investment Management | $46,569 |
WELLS FARGO BANK, N.A.4+ years Filed as: WELLS FARGO BANK NA Service code 21 · EIN 94-1347393 | Bank Trustee | $29,094 |
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 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 | $37,288-100.0% | $436,953-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 14.1%-14.1pp | 44.2%-44.2pp | 4.7%-4.7pp |
| Annual return | -6.12% | -2.51%-3.6pp | -102.03%+95.9pp | -0.69%-5.4pp |
| Employer contribution / active EE | $17,045 | $11,346+50.2% | $36,229-53.0% | $16,786+1.5% |
| Participant deferral / active EE | $0 | $324-100.0% | $48-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $12,721-100.0% | $124-100.0% |