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 |
|---|---|---|
Filed as: STRATEGIC CAPITAL INV ADVISORS Service code 27 700 E. BUTTERFIELD ROAD · SUITE, IL 60148 | Advisory (Plan) | $217,436 |
THE SEGAL COMPANY10+ years Service code 11 · EIN 13-1975125 101 N WACKER DRIVE, SUITE 1800 · CHICAGO, IL 60606 | Actuarial | $146,446 |
NATIONAL INVESTMENT SERVICES4 years Service code 28 · EIN 84-3937993 | Investment Management | $130,754 |
GROUP ADMINISTRATORS, LTD.9 years Service code 13 · EIN 36-3381052 | Contract Administrator | $111,664 |
CALIBRE CPA GROUP PLLC10+ years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900800 566 W LAKE STREET, SUITE 300 · CHICAGO, IL 60661 | Accounting | $76,497 |
NORTHERN TRUST COMPANY10+ years Filed as: NORTHERN TRUST CO Service code 19 · EIN 36-1561860 50 S. LASALLE STREET · CHICAGO, IL 60603 | Securities Custodian | $60,692 |
Filed as: BAUM AND SIGMAN Service code 29 · EIN 36-2744057 | Legal | $26,244 |
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.
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 | $0 | $181,048-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 22.4%-22.4pp | 0.0%0pp |
| Annual return | 8.75% | 9.24%-0.5pp | 9.65%-0.9pp | 10.71%-2.0pp |
| Employer contribution / active EE | $19,043 | $14,215+34.0% | $26,259-27.5% | $14,986+27.1% |
| Participant deferral / active EE | $0 | $1,686-100.0% | $145-100.0% | $1,686-100.0% |
| Admin fee / account holder | $0 | $0 | $749-100.0% | - |