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 COMPANY10+ years Filed as: SEGAL COMPANY Service code 11 · EIN 13-1975125 101 N. WACKER DRIVE, STE 500 · CHICAGO, IL 60606 | Actuarial | $50,348 |
BENESYS, INC.10+ years Service code 13 · EIN 38-2383171 13801 RIVERPORT DRIVE, STE 401 · MARYLAND HEIGHTS, MO 63043 | Contract Administrator | $37,724 |
US BANK10+ years Filed as: US BANK NATIONAL ASSOCIATION Service code 19 · EIN 31-0841368 205 S. 5TH ST. · SPRINGFIELD, IL 62794 | Securities Custodian | $25,697 |
CALIBRE CPA GROUP PLLC10+ years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 566 W. LAKE ST., STE 300 · CHICAGO, IL 60661 | Accounting | $18,500 |
MARQUETTE ASSOCIATES10+ years Filed as: MARQUETTE & ASSOCIATES Service code 27 · EIN 36-3485298 180 N. LASALLE ST., STE 3500 · CHICAGO, IL 60601 | Advisory (Plan) | $16,875 |
BAUM SIGMAN AUERBACH & NEUMAN, LTD10+ years Filed as: BAUM SIGMAN ET AL Service code 29 · EIN 36-2744057 200 W. ADAMS ST., STE 2200 · CHICAGO, IL 60606 | Legal | $16,061 |
AMALGAMATED BANK8 years Service code 28 · EIN 13-4920330 275 7TH AVE. · NEW YORK, NY 10001 | Investment Management | $12,764 |
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 | $33,520-100.0% | $201,416-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 2.1%-2.1pp |
| Annual return | 10.66% | 11.01%-0.3pp | 8.09%+2.6pp | 7.65%+3.0pp |
| Employer contribution / active EE | $21,027 | $13,413+56.8% | $28,732-26.8% | $20,599+2.1% |
| Participant deferral / active EE | $0 | $0 | $7-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $60,136-100.0% | $193-100.0% |