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 & BENNETT5+ years Service code 29 · EIN 36-3371377 | Legal | $98,030 |
Filed as: INVESTMENT CONSULTING SERVICES LLC Service code 27 · EIN 32-0016703 | Advisory (Plan) | $78,700 |
WEDGE CAPITAL MANAGEMENT5+ years Service code 28 · EIN 56-1557450 | Investment Management | $72,423 |
VICTORY5+ years Filed as: VICTORY CAPITAL MANAGEMENT Service code 28 · EIN 38-3212521 | Investment Management | $60,298 |
CASTLEARK MANAGEMENT LLC4 years Service code 27 1 NORTH WACKER DRIVE, SUITE 3950 · CHICAGO, IL 60606 | Advisory (Plan) | $55,316 |
Filed as: BAUM SIGMAN AUERBACH NEUMAN, LTD Service code 29 · EIN 36-2744057 | Legal | $53,144 |
DEBRA MARSICK5+ years Service code 30 · EIN 36-6513565 | Employee (plan) | $45,880 |
Filed as: JACOBS LEVY MANAGEMENT Service code 28 | Investment Management | $41,494 |
CHEIRON5+ years Service code 11 · EIN 13-4215617 | Actuarial | $39,596 |
COMMERCE BANK5+ years Filed as: THE COMMERCE TRUST COMPANY Service code 28 922 WALNUT STREET · KANSAS CITY, MO 64106 | Investment Management | $38,155 |
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 | $10,224,557-100.0% | $362,723-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 38.2%-38.2pp | 1.2%-1.2pp |
| Annual return | 20.50% | 10.27%+10.2pp | 10.56%+9.9pp | 53.27%-32.8pp |
| Employer contribution / active EE | $22,028 | $12,273+79.5% | $30,197-27.1% | $14,774+49.1% |
| Participant deferral / active EE | $0 | $0 | $33-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $35,729-100.0% | $2,168-100.0% | $13,289-100.0% |