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 |
|---|---|---|
BENEFITS MANAGEMENT GROUP, INC.7+ years Service code 13 1520 KENSINGTON RD., SUITE 200 · OAK BROOK, IL 60523 | Contract Administrator | $56,421 |
CUNI, RUST & STRENK7+ years Service code 11 4555 LAKE FORREST DR., SUITE 620 · CINCINNATI, OH 45242 | Actuarial | $50,925 |
CAP FINANCIAL PARTNERS, LLC7+ years Filed as: CAP TRUST Service code 27 525 W. MONROE #560 · CHICAGO, IL 60661 | Advisory (Plan) | $50,000 |
MACALA & PIATT, LLC4 years Filed as: MACALA & PIATT L.L.C Service code 29 601 S. MAIN · NORTH CANTON, OH 44720 | Legal | $36,916 |
COMERICA BANK7+ years Service code 19 · EIN 38-0477375 | Securities Custodian | $31,152 |
Filed as: WRUBEL, WESLEY AND COMPANY CPAS Service code 10 100 E. BIG BEAVER RD., SUITE 330 · TROY, MI 48083 | Accounting | $17,800 |
BOYD WATTERSON ASSET MANAGEMENT7+ years Filed as: BOYD WATTERSON Service code 28 · EIN 45-2061717 | Investment Management | $10,453 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $533,469-100.0% | $201,582-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.6%-23.6pp | 0.7%-0.7pp |
| Annual return | 10.00% | 24.46%-14.5pp | 11.08%-1.1pp | 13.24%-3.2pp |
| Employer contribution / active EE | $15,679 | $11,981+30.9% | $28,409-44.8% | $14,616+7.3% |
| Participant deferral / active EE | $0 | $0 | $86-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $5,364-100.0% | $6,559-100.0% | $4,137-100.0% |