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 |
|---|---|---|
LOCAL 3 SALES PENSION6+ years Service code 99 · EIN 36-6527340 | Other Fees | $89,664 |
Filed as: VOYA LIFE INSURANCE AND ANNUITY CO Service code 27 · EIN 71-0294708 | Advisory (Plan) | $68,434 |
ELITE ADMINISTRATION6+ years Filed as: ELITE ADMINISTRATION & INSURANCE Service code 23 · EIN 36-2238689 | Insurance services | $40,000 |
THOMAS BEAL3 years Filed as: THOMAS SLOTA Service code 30 · EIN 36-6527340 | Employee (plan) | $34,930 |
CALIBRE CPA GROUP PLLC6+ years Service code 10 · EIN 47-0900880 | Accounting | $20,500 |
BENEFIT SERVICES INC6+ years Service code 15 680 N LAKE SHORE DR · CHICAGO, IL 60612 | Recordkeeping | $20,000 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,469 | $82,783+15.3% | $133,956-28.7% | $90,288+5.7% |
| Participation rate | 100.0% | 81.3%+18.7pp | 79.8%+20.2pp | 73.4%+26.6pp |
| Annual return | 14.54% | 21.89%-7.4pp | 45.09%-30.6pp | 53.97%-39.4pp |
| Employer contribution / active EE | $6,314 | $2,388+164.4% | $3,919+61.1% | $2,524+150.2% |
| Participant deferral / active EE | $5,232 | $4,291+21.9% | $5,048+3.7% | $4,232+23.6% |
| Admin fee / account holder | $109 | $93+17.8% | $8,927-98.8% | $114-4.1% |