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 & BENNETT3+ years Service code 29 · EIN 36-3371377 | Legal | $110,134 |
Filed as: INVESTMENT CONSULTING SERVICES LLC Service code 27 · EIN 32-0016703 | Advisory (Plan) | $78,700 |
Filed as: SIERRA INVESTMENT PARTNERS Service code 28 · EIN 68-0370668 | Investment Management | $58,112 |
CASTLEARK MANAGEMENT LLC2 years Service code 27 1 NORTH WACKER DRIVE, SUITE 3950 · CHICAGO, IL 60606 | Advisory (Plan) | $54,965 |
WEDGE CAPITAL MANAGEMENT3+ years Service code 28 · EIN 56-1557450 | Investment Management | $54,466 |
CHEIRON3+ years Service code 11 · EIN 13-4215617 | Actuarial | $50,061 |
DEBRA MARSICK3+ years Service code 30 · EIN 36-6513565 | Employee (plan) | $49,047 |
VICTORY3+ years Filed as: VICTORY CAPITAL MANAGEMENT Service code 28 · EIN 38-3212521 | Investment Management | $48,625 |
COMMERCE BANK3+ years Filed as: THE COMMERCE TRUST COMPANY Service code 28 922 WALNUT STREET · KANSAS CITY, MO 64106 | Investment Management | $33,825 |
Filed as: MAC NELL ACCOUNTING Service code 10 9436 SPRINGFIELD AVE. · EVANSTON, IL 60203 | Accounting | $32,237 |
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 | $90,272-100.0% | $184,886-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 1.9%-1.9pp |
| Annual return | 14.70% | 11.78%+2.9pp | 8.32%+6.4pp | 23.90%-9.2pp |
| Employer contribution / active EE | $20,380 | $11,309+80.2% | $30,793-33.8% | $16,539+23.2% |
| Participant deferral / active EE | $0 | $0 | $90-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $337-100.0% | $2,802-100.0% | $18,975-100.0% |