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 |
|---|---|---|
DOWD, BLOCH & BENNETT2+ years Service code 29 · EIN 36-3371377 | Legal | $93,032 |
Filed as: INVESTMENT CONSULTING SERVICES LLC Service code 27 · EIN 32-0016703 | Advisory (Plan) | $78,700 |
DEBRA MARSICK2+ years Service code 30 · EIN 36-6513565 | Employee (plan) | $47,703 |
WEDGE CAPITAL MANAGEMENT2+ years Service code 28 · EIN 56-1557450 | Investment Management | $46,259 |
CHEIRON2+ years Service code 11 · EIN 13-4215617 | Actuarial | $45,554 |
VICTORY2+ years Filed as: VICTORY CAPITAL MANAGEMENT Service code 28 · EIN 38-3212521 | Investment Management | $38,764 |
CASTLEARK MANAGEMENT LLC1 year Service code 27 1 NORTH WACKER DRIVE, SUITE 3950 · CHICAGO, IL 60606 | Advisory (Plan) | $37,628 |
COMMERCE BANK2+ years Filed as: THE COMMERCE TRUST COMPANY Service code 28 922 WALNUT STREET · KANSAS CITY, MO 64106 | Investment Management | $33,028 |
Filed as: SIERRA INVESTMENT PARTNERS Service code 28 · EIN 68-0370668 | Investment Management | $32,111 |
Filed as: BAUM SIGMAN AUERBACH NEUMAN, LTD Service code 29 · EIN 36-2744057 | Legal | $29,969 |
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.
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 | $35,636-100.0% | $209,859-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 1.8%-1.8pp |
| Annual return | 7.10% | 3.49%+3.6pp | 4.16%+2.9pp | 7.18%-0.1pp |
| Employer contribution / active EE | $19,580 | $11,083+76.7% | $29,966-34.7% | $13,095+49.5% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $13,952-100.0% | $362-100.0% |