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 LLP2 years Filed as: SIKICH CAPITAL MANAGEMENT Service code 17 1415 W DIEHL ROAD SUTIE 400 · NAPERVILLE, IL 60563 | Pension Consulting | $17,500 |
MARTIN HOOD LLC1 year Filed as: MARTIN HOOD Service code 10 · EIN 37-1119790 | Accounting | $13,000 |
Service code 10 · EIN 41-0417830 | Accounting | $10,303 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,816 | $82,978-27.9% | $129,995-54.0% | $71,457-16.3% |
| Participation rate | 93.4% | 74.1%+19.3pp | 78.5%+14.9pp | 67.9%+25.4pp |
| Annual return | 8.09% | 20.60%-12.5pp | -137.18%+145.3pp | 28.85%-20.8pp |
| Employer contribution / active EE | $1,516 | $2,622-42.2% | $4,320-64.9% | $2,588-41.4% |
| Participant deferral / active EE | $5,465 | $4,432+23.3% | $5,820-6.1% | $4,289+27.4% |
| Admin fee / account holder | $118 | $1,729-93.2% | $10,614-98.9% | $1,587-92.5% |