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 |
|---|---|---|
MILLIMAN, INC.1+ years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 71 S. WACKER DR., SUITE 3100 · CHICAGO, IL 60606 | Actuarial | $126,629 |
JOHNSON & KROL, LLC1+ years Service code 29 300 SOUTH WACKER DRIVE, SUITE 1050 · CHICAGO, IL 60606 | Legal | $77,163 |
BENEFITS MANAGEMENT GROUP, INC.1+ years Filed as: BENEFITS MANAGEMENT GROUP, INC Service code 14 · EIN 20-0188125 1520 KENSINGTON ROAD, SUITE 200 · OAK BROOK, IL 60523 | Plan Administrator | $45,600 |
CALIBRE CPA GROUP PLLC1+ years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 566 W. LAKE STREET, SUITE 300 · CHICAGO, IL 60661 | Accounting | $20,229 |
AMALGAMATED BANK1+ years Filed as: AMALGAMATED BANK OF CHICAGO Service code 19 · EIN 36-0721895 ONE WEST MONROE · CHICAGO, IL 60603 | Securities Custodian | $13,100 |
ASB CAPITAL MANAGEMENT1+ years Service code 28 · EIN 80-0618452 7501 WISCONSIN AVE., 14TH FLOOR · BETHESDA, MD 20814 | Investment Management | $8,780 |
STEPHEN L. LAMB1+ years Service code 20 · EIN 36-2427068 1520 KENSINGTON ROAD, SUITE 200 · OAK BROOK, IL 60523 | Trustee (individual) | $5,763 |
BMO HARRIS BANK NA1+ years Filed as: BMO HARRIS BANK Service code 19 · EIN 36-2085229 111 E. KILBOURN AVE, STE 200 · MILWAUKEE, WI 53202 | Securities Custodian | $4,078 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $49,677-100.0% | $374,107-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 3.6%-3.6pp |
| Annual return | 2.88% | 5.80%-2.9pp | 4.74%-1.9pp | 11.88%-9.0pp |
| Employer contribution / active EE | $3,607 | $15,506-76.7% | $36,089-90.0% | $14,612-75.3% |
| Participant deferral / active EE | $0 | $206-100.0% | $59-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $10,677-100.0% | $637-100.0% |