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 |
|---|---|---|
Filed as: FRANK ORZEL Service code 27 4405 W LAWRENCE AVENUE · CHICAGO, IL 60630 | Advisory (Plan) | $74,586 |
Filed as: NATIONAL BENEFIT SERVICES, INC Service code 99 155 N. WACKER DRIVE · CHICAGO, IL 60606 | Other Fees | $11,800 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,273 | $55,415-29.1% | $155,509-74.7% | $74,495-47.3% |
| Participation rate | 72.1% | 61.9%+10.2pp | 78.2%-6.1pp | 67.2%+4.9pp |
| Annual return | 5.37% | 268.50%-263.1pp | 64.67%-59.3pp | 1364.94%-1359.6pp |
| Employer contribution / active EE | $509 | $2,267-77.5% | $4,672-89.1% | $2,623-80.6% |
| Participant deferral / active EE | $2,505 | $2,836-11.7% | $5,626-55.5% | $4,346-42.4% |
| Admin fee / account holder | $451 | $1,738-74.1% | $15,912-97.2% | $1,942-76.8% |