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 |
|---|---|---|
THE SEGAL COMPANY3 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $236,304 |
THE SEGAL COMPANY5+ years Service code 11 · EIN 13-1975125 101 N WACKER DRIVE, SUITE 500 · CHICAGO, IL 60606 | Actuarial | $133,745 |
AMERICAN REALTY ADVISORS5+ years Service code 28 801 NORTH BRAND BLVD · GLENDALE, CA 91203 | Investment Management | $131,770 |
NORTHERN TRUST COMPANY5+ years Filed as: NORTHERN TRUST CO Service code 19 · EIN 36-1561860 50 S. LASALLE STREET · CHICAGO, IL 60603 | Securities Custodian | $68,159 |
CALIBRE CPA GROUP PLLC5+ years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900800 566 W LAKE STREET, SUITE 300 · CHICAGO, IL 60661 | Accounting | $64,882 |
Service code 29 · EIN 36-2744057 200 W ADAMS ST, SUITE 2200 · CHICAGO, IL 60606 | Legal | $53,963 |
GROUP ADMINISTRATORS, LTD.4 years Service code 13 · EIN 36-3381052 | Contract Administrator | $52,536 |
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.
Annual investment return 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 | $1,055,769-100.0% | $165,322-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 32.5%-32.5pp | 0.6%-0.6pp |
| Annual return | 0.33% | 6.41%-6.1pp | 8.01%-7.7pp | 11.45%-11.1pp |
| Employer contribution / active EE | $12,548 | $11,592+8.2% | $29,475-57.4% | $17,219-27.1% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $13,084-100.0% | $637-100.0% | $15,480-100.0% |