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 |
|---|---|---|
SEGALL BRYANT & HAMILL2 years Filed as: SEGALL, BRYANT, & HAMILL, LLC Service code 28 · EIN 35-2679129 | Investment Management | $105,654 |
ULLICO7 years Filed as: ULLICO INVESTMENT ADVISORS INC. Service code 28 · EIN 52-6435649 | Investment Management | $83,240 |
JPMORGAN INVEST HOLDINGS LLC9+ years Filed as: CHEVY CHASE TRUST COMPANY Service code 28 · EIN 52-2037618 | Investment Management | $58,037 |
Service code 28 · EIN 84-3937993 | Investment Management | $57,996 |
SYSTEMATIC FINANCIAL MANAGEMENT9+ years Filed as: SYSTEMATIC FINANCIAL Service code 28 · EIN 22-3367558 | Investment Management | $41,289 |
THE SEGAL COMPANY9+ years Filed as: SEGAL COMPANY (MIDWEST) INC Service code 11 · EIN 13-1975125 | Actuarial | $35,500 |
ROMOLO & ASSOCIATES5 years Filed as: ROMOLO & ASSOCIATES, LLC Service code 10 · EIN 84-2885766 | Accounting | $28,995 |
MARQUETTE ASSOCIATES9+ years Service code 27 · EIN 36-3485298 | Advisory (Plan) | $26,250 |
CAVANAGH & O'HARA9+ years Filed as: CAVANAGH & OHARA LLP Service code 29 · EIN 37-1259635 | Legal | $21,297 |
COMMERCE BANK9+ years Filed as: COMMERCE TRUST COMPANY Service code 19 · EIN 48-0962626 | Securities Custodian | $21,264 |
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 | $4,369,090-100.0% | $473,625-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 4.8%-4.8pp | 37.3%-37.3pp | 2.3%-2.3pp |
| Annual return | 9.77% | 7.15%+2.6pp | 20.18%-10.4pp | 37.74%-28.0pp |
| Employer contribution / active EE | $15,574 | $13,270+17.4% | $29,108-46.5% | $15,781-1.3% |
| Participant deferral / active EE | $0 | $732-100.0% | $6-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $12,034-100.0% | $2,262-100.0% | $9,287-100.0% |