Filed October 16, 1995 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 |
|---|---|---|
SIKICH LLP1 year Filed as: SIKICH CAPITAL MANAGEMENT Service code 17 1415 W DIEHL ROAD SUITE 400 · NAPERVILLE, IL 60563 | Pension Consulting | $17,500 |
RSM US LLP2 years Filed as: RMS US LLP Service code 10 · EIN 42-0714325 | Accounting | $16,055 |
Service code 10 · EIN 41-0417830 | Accounting | $7,544 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,711 | $71,142-17.5% | $119,609-50.9% | $64,808-9.4% |
| Participation rate | 94.9% | 78.6%+16.3pp | 79.3%+15.7pp | 71.5%+23.5pp |
| Annual return | -10.02% | -10.01%0pp | -14.97%+5.0pp | 32.82%-42.8pp |
| Employer contribution / active EE | $1,705 | $2,497-31.7% | $4,232-59.7% | $2,506-32.0% |
| Participant deferral / active EE | $4,856 | $4,490+8.2% | $5,602-13.3% | $4,310+12.7% |
| Admin fee / account holder | $111 | $162-31.3% | $10,323-98.9% | $188-40.7% |