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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.
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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 |
|---|---|---|
CYGAN HAYES LTD.7+ years Service code 10 · EIN 36-3332152 | Accounting | $72,827 |
MARQUETTE ASSOCIATES3 years Filed as: MARQUETTE ASSOCIATES, INC. Service code 27 180 N LASALLE ST 3500 · CHICAGO, IL 60601 | Advisory (Plan) | $40,000 |
TERRY A ROCCO1 year Filed as: TERRY A. ROCCO Service code 14 · EIN 36-2344463 | Plan Administrator | $29,510 |
Filed as: BAUM, SIGMAN, AUERBACH, & NEUMAN Service code 29 · EIN 36-2744057 | Legal | $15,383 |
THE SEGAL COMPANY4 years Service code 11 · EIN 13-1975125 | Actuarial | $15,065 |
CHUBB5 years Filed as: CHUBB & SONS Service code 22 · EIN 13-5679031 | Insurance Broker | $9,196 |
BMO HARRIS BANK NA2 years Filed as: BMO HARRIS N.A. Service code 19 P.O. BOX 755 · CHICAGO, IL 60690 | Securities Custodian | $7,941 |
BENESYS, INC.6 years Filed as: INNOVATIVE SOFTWARE SOLUTIONS INC. Service code 15 · EIN 23-2182079 | Recordkeeping | $5,439 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,735 | $76,774+10.4% | $112,228-24.5% | $77,904+8.8% |
| Participation rate | 57.1% | 80.2%-23.0pp | 75.1%-17.9pp | 73.7%-16.5pp |
| Annual return | -5.57% | -10.25%+4.7pp | 27.45%-33.0pp | 12.21%-17.8pp |
| Employer contribution / active EE | $3,711 | $3,977-6.7% | $3,635+2.1% | $2,848+30.3% |
| Participant deferral / active EE | $0 | $3,778-100.0% | $4,728-100.0% | $4,806-100.0% |
| Admin fee / account holder | $144 | $239-39.6% | $6,410-97.7% | $133+8.9% |