Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 |
|---|---|---|
HUSCH BLACKWELL6 years Service code 29 120 SOUTH RIVERSIDE PLAZA · CHICAGO, IL 60606 | Legal | $515,188 |
Filed as: WELFARE AND PENSION ADMINISTRATION Service code 13 · EIN 91-1363171 PO BOX 34206 · SEATTLE, WA 98124 | Contract Administrator | $179,201 |
DOWD, BLOCH & BENNETT5 years Filed as: DOWD BENNETT CERVONE AUBERCH Service code 29 8 S MICHIGAN AVE · CHICAGO, IL 60603 | Legal | $64,571 |
ACADIAN ASSET MANAGEMENT LLC5 years Filed as: ACADIAN ASSET MANAGEMENT Service code 28 260 FRANKLIN STREET · BOSTON, MA 02110 | Investment Management | $59,560 |
COHERENT ECONOMICS1 year Filed as: COHERENT ECONOMICS LLC Service code 29 1 NORTH LASALLE STREET, SUITE 2900 · CHICAGO, IL 60602 | Legal | $54,715 |
THE SEGAL COMPANY5 years Filed as: SEGAL MARCO ADVISORS Service code 27 33 W 34TH STREET · NEW YORK, NY 10001 | Advisory (Plan) | $53,001 |
Filed as: NORTH CENTRAL ILLINOIS LABORERS Service code 99 4208 W PARTRIDGE WAY · PEORIA, IL 61615 | Other Fees | $41,324 |
THE BANK OF NEW YORK MELLON8 years Filed as: BANK OF LABOR Service code 19 · EIN 48-0150325 | Securities Custodian | $40,555 |
LOOMIS SAYLES3 years Filed as: LOOMIS/SAYLES Service code 28 PO BOX 5493 · BOSTON, MA 02206 | Investment Management | $30,112 |
CALIBRE CPA GROUP PLLC4 years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 | Accounting | $21,750 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,632 | $118,972-81.8% | $68,368-68.4% | $118,972-81.8% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.8%+26.2pp | 78.0%+22.0pp |
| Annual return | 6.79% | 15.19%-8.4pp | 292.57%-285.8pp | 15.19%-8.4pp |
| Employer contribution / active EE | $2,376 | $3,776-37.1% | $2,649-10.3% | $3,776-37.1% |
| Participant deferral / active EE | $0 | $6,017-100.0% | $4,123-100.0% | $6,017-100.0% |
| Admin fee / account holder | $152 | $127+19.8% | $5,150-97.1% | $127+19.8% |