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 |
|---|---|---|
ZENITH AMERICAN SOLUTIONS5 years Filed as: ZENITH AMERICAN Service code 13 · EIN 52-1590516 2001 NORTH MAYFAIR RD. · MILWAUKEE, WI 53226 | Contract Administrator | $105,136 |
THE SEGAL COMPANY7+ years Filed as: THE SEGAL CO. Service code 11 · EIN 13-1975125 101 NORTH WACKER DRIVE · CHICAGO, IL 60606 | Actuarial | $96,904 |
AMERICAN REALTY ADVISORS7+ years Service code 28 · EIN 33-0123114 801 NORTH BRAND BLVD, STE 800 · GLENDALE, CA 91203 | Investment Management | $25,508 |
THE SEGAL COMPANY5 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $25,000 |
CALIBRE CPA GROUP PLLC7+ years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 230 W MONROE STREET · CHICAGO, IL 60606 | Accounting | $20,000 |
GREGORIO MARCO3 years Service code 29 · EIN 36-4028033 2 NORTH LASALLE STREET · CHICAGO, IL 60602 | Legal | $15,313 |
NORTHERN TRUST COMPANY7+ years Service code 19 · EIN 36-1561860 50 SOUTH LASALLE STREET · CHICAGO, IL 60603 | Securities Custodian | $12,901 |
PNC BANK, N.A.5 years Filed as: PNC BANK Service code 19 · EIN 22-1146430 | Securities Custodian | $11,390 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $82,186-100.0% | $201,582-100.0% | $82,186-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.6%-23.6pp | 3.6%-3.6pp |
| Annual return | 11.41% | 17.53%-6.1pp | 11.08%+0.3pp | 11.84%-0.4pp |
| Employer contribution / active EE | $20,551 | $12,005+71.2% | $28,409-27.7% | $17,339+18.5% |
| Participant deferral / active EE | $0 | $0 | $86-100.0% | $683-100.0% |
| Admin fee / account holder | $0 | $409-100.0% | $6,559-100.0% | $409-100.0% |