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 |
|---|---|---|
MARQUETTE ASSOCIATES6+ years Service code 27 · EIN 36-3485298 | Advisory (Plan) | $70,000 |
AMERICAN REALTY ADVISORS6+ years Filed as: AMERICAN DATA CENTRE, INC. Service code 13 · EIN 36-6095542 | Contract Administrator | $57,600 |
CHEIRON6+ years Service code 11 · EIN 13-4215617 | Actuarial | $43,460 |
TOM PARAVOLA6+ years Service code 29 PO BOX 66 · ELMHURST, IL 60126 | Legal | $40,800 |
LEGACY PROFESSIONALS LLP6+ years Service code 10 · EIN 32-0043599 | Accounting | $20,000 |
ULLICO6+ years Filed as: ULLICO INVESTMENT ADVISORS Service code 28 · EIN 52-6435649 | Investment Management | $19,222 |
DWS FUNDS2 years Filed as: RREEF AMERICA LLC Service code 28 · EIN 58-2364506 | Investment Management | $14,358 |
JOHNSON & KROL, LLC5+ years Filed as: JOHNSON & KROL Service code 29 · EIN 36-4342024 | Legal | $12,667 |
INVESCO6+ years Filed as: INVESCO TRUST COMPANY Service code 28 · EIN 46-3793325 | Investment Management | $6,037 |
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.
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 | $71,919-100.0% | $247,190-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 5.2%-5.2pp | 15.2%-15.2pp | 13.5%-13.5pp |
| Annual return | 11.02% | 8.57%+2.4pp | 7.87%+3.1pp | 9.29%+1.7pp |
| Employer contribution / active EE | $2,741 | $19,481-85.9% | $31,768-91.4% | $15,168-81.9% |
| Participant deferral / active EE | $0 | $290-100.0% | $241-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $934-100.0% | $240,514-100.0% | $2,037-100.0% |