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 |
|---|---|---|
THE SEGAL COMPANY1+ years Service code 11 · EIN 13-1975125 101 N. WACKER DR, STE 500 · CHICAGO, IL 60606 | Actuarial | $70,503 |
AMERICAN REALTY ADVISORS1+ years Service code 28 · EIN 33-0123114 801 NORTH BRAND BLVD, STE 800 · GLENDALE, CA 91203 | Investment Management | $43,254 |
SHEET METAL WORKERS LOCAL 218 UNION1+ years Service code 13 · EIN 37-1220876 2855 VIA VERDE · SPRINGFIELD, IL 62703 | Contract Administrator | $26,400 |
MARQUETTE ASSOCIATES1+ years Filed as: MARQUETTE ASSOCIATES INC. Service code 27 · EIN 36-3485298 180 N LASALLE ST, STE 3500 · CHICAGO, IL 60601 | Advisory (Plan) | $26,000 |
ILLINOIS NATIONAL BANK1+ years Service code 19 322 E CAPITAL · SPRINGFIELD, IL 62701 | Securities Custodian | $25,786 |
CALIBRE CPA GROUP PLLC1+ years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 7501 WISCONSIN AVE, STE 1200 WEST · BETHESDA, MD 20814 | Accounting | $22,351 |
CAVANAGH & O'HARA1+ years Filed as: CAVANAGH & O'HARA, LLP Service code 29 · EIN 37-1259635 407 EAST ADAMS · SPRINGFIELD, IL 62705 | Legal | $12,630 |
Filed as: PARAMETRIC PORTFOLIO Service code 28 3600 MINNESOTA DR, SUITE 325 · MINNEAPOLIS, MN 55435 | Investment Management | $11,852 |
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 | $49,677-100.0% | $374,107-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 3.6%-3.6pp |
| Annual return | 3.32% | 5.80%-2.5pp | 4.74%-1.4pp | 11.88%-8.6pp |
| Employer contribution / active EE | $14,871 | $15,506-4.1% | $36,089-58.8% | $14,612+1.8% |
| Participant deferral / active EE | $0 | $206-100.0% | $59-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $10,677-100.0% | $637-100.0% |