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.2+ years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 71 S. WACKER DR., SUITE 3100 · CHICAGO, IL 60606 | Actuarial | $90,660 |
JOHNSON & KROL, LLC2+ years Service code 29 300 SOUTH WACKER DRIVE, SUITE 1050 · CHICAGO, IL 60606 | Legal | $53,630 |
BENEFITS MANAGEMENT GROUP, INC.2+ 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 |
STEPHEN L. LAMB2+ years Service code 20 · EIN 36-2427068 1520 KENSINGTON ROAD, SUITE 200 · OAK BROOK, IL 60523 | Trustee (individual) | $30,000 |
CALIBRE CPA GROUP PLLC2+ years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 566 W. LAKE STREET, SUITE 300 · CHICAGO, IL 60661 | Accounting | $19,900 |
AMALGAMATED BANK2+ years Filed as: AMALGAMATED BANK OF CHICAGO Service code 19 · EIN 36-0721895 ONE WEST MONROE · CHICAGO, IL 60603 | Securities Custodian | $9,018 |
ASB CAPITAL MANAGEMENT2+ years Service code 28 · EIN 80-0618452 7501 WISCONSIN AVE., 14TH FLOOR · BETHESDA, MD 20814 | Investment Management | $8,091 |
BMO HARRIS BANK NA2+ years Filed as: BMO HARRIS BANK Service code 19 · EIN 36-2085229 111 E. KILBOURN AVE, STE 200 · MILWAUKEE, WI 53202 | Securities Custodian | $5,996 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $76,391-100.0% | $411,917-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 3.4%-3.4pp | 16.2%-16.2pp | 4.5%-4.5pp |
| Annual return | 10.61% | 12.23%-1.6pp | 10.36%+0.2pp | 13.95%-3.3pp |
| Employer contribution / active EE | $2,899 | $18,059-83.9% | $37,738-92.3% | $16,598-82.5% |
| Participant deferral / active EE | $0 | $317-100.0% | $137-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $2-100.0% | $15,661-100.0% | $612-100.0% |