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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.
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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 |
|---|---|---|
CUKIERSKI AND KOWAL LLC3+ years Filed as: CUKIERSKI & KOWAL LLC Service code 10 · EIN 36-4239322 1990 E ALGONQUIN ROAD · SCHAUMBURG, IL 60173 | Accounting | $6,500 |
CONSULTING ACTUARIAL GROUP, INC.3+ years Service code 13 · EIN 36-3392953 TWO NORTHFIELD PLAZA · NORTHFIELD, IL 60093 | Contract Administrator | $0 |
HORNOR TOWNSEND & KENT INC3+ years Filed as: HORNOR TOWNSEND & KENT INC. Service code 55 600 DRESHER ROAD · HORSHAM, PA 19044 | Other Commissions | $0 |
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 | $97,709 | $63,299+54.4% | $91,001+7.4% | $62,292+56.9% |
| Participation rate | 87.0% | 73.3%+13.7pp | 75.6%+11.4pp | 69.5%+17.5pp |
| Annual return | 20.75% | 20.99%-0.2pp | 4.60%+16.1pp | 28.90%-8.2pp |
| Employer contribution / active EE | $849 | $1,807-53.0% | $2,456-65.4% | $2,042-58.4% |
| Participant deferral / active EE | $5,869 | $2,943+99.4% | $3,547+65.4% | $3,169+85.2% |
| Admin fee / account holder | $4 | $468-99.1% | $5,417-99.9% | $479-99.2% |