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 |
|---|---|---|
MARQUETTE ASSOCIATES8+ years Service code 27 · EIN 36-3485298 | Advisory (Plan) | $70,000 |
AMERICAN REALTY ADVISORS8+ years Filed as: AMERICAN DATA CENTRE, INC. Service code 13 · EIN 36-6095542 | Contract Administrator | $60,000 |
CHEIRON8+ years Service code 11 · EIN 13-4215617 | Actuarial | $54,171 |
TOM PARAVOLA8+ years Service code 29 PO BOX 66 · ELMHURST, IL 60126 | Legal | $40,800 |
LEGACY PROFESSIONALS LLP8+ years Service code 10 · EIN 32-0043599 | Accounting | $38,497 |
ULLICO8+ years Filed as: ULLICO INVESTMENT ADVISORS Service code 28 · EIN 52-6435649 | Investment Management | $22,334 |
JOHNSON & KROL, LLC7+ years Filed as: JOHNSON & KROL Service code 29 · EIN 36-4342024 | Legal | $18,256 |
PBI1 year Filed as: PBI RESEARCH SERVICES Service code 49 · EIN 82-4722389 | Other Services | $8,250 |
INVESCO8+ years Filed as: INVESCO TRUST COMPANY Service code 28 · EIN 46-3793325 | Investment Management | $5,217 |
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.
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 | $378,419-100.0% | $748,470-100.0% | $107,032-100.0% |
| Participation rate | 0.0% | 10.0%-10.0pp | 21.7%-21.7pp | 9.9%-9.9pp |
| Annual return | -8.17% | 13.34%-21.5pp | 0.46%-8.6pp | -5.25%-2.9pp |
| Employer contribution / active EE | $3,996 | $19,967-80.0% | $35,480-88.7% | $15,166-73.7% |
| Participant deferral / active EE | $0 | $651-100.0% | $231-100.0% | $120-100.0% |
| Admin fee / account holder | $0 | $2,728-100.0% | $29,938-100.0% | $3,859-100.0% |