See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS3+ years Service code 28 · EIN 33-0123114 801 NORTH BRAND BLVD, STE 800 · GLENDALE, CA 91203 | Investment Management | $56,790 |
THE SEGAL COMPANY3+ years Service code 11 · EIN 13-1975125 101 N. WACKER DR, STE 500 · CHICAGO, IL 60606 | Actuarial | $56,278 |
ILLINOIS NATIONAL BANK3+ years Service code 19 322 E CAPITAL · SPRINGFIELD, IL 62701 | Securities Custodian | $35,590 |
SHEET METAL WORKERS LOCAL 218 UNION3+ years Service code 13 · EIN 37-1220876 2855 VIA VERDE · SPRINGFIELD, IL 62703 | Contract Administrator | $26,400 |
MARQUETTE ASSOCIATES3+ 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 |
CALIBRE CPA GROUP PLLC3+ years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 7501 WISCONSIN AVE, STE 1200 WEST · BETHESDA, MD 20814 | Accounting | $22,954 |
CAVANAGH & O'HARA3+ years Filed as: CAVANAGH & O'HARA, LLP Service code 29 · EIN 37-1259635 407 EAST ADAMS · SPRINGFIELD, IL 62705 | Legal | $12,960 |
See 1 actuary disclosure. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
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 | $88,507-100.0% | $379,314-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 3.1%-3.1pp | 17.4%-17.4pp | 4.7%-4.7pp |
| Annual return | 7.37% | -1.53%+8.9pp | -2.18%+9.6pp | -0.69%+8.1pp |
| Employer contribution / active EE | $16,527 | $14,498+14.0% | $38,751-57.4% | $16,786-1.5% |
| Participant deferral / active EE | $0 | $305-100.0% | $151-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $264-100.0% | $4,180-100.0% | $124-100.0% |