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 |
|---|---|---|
Filed as: P&P 25 FRINGE BENEFIT FUNDS LLC Service code 13 · EIN 82-2768063 4600 46TH AVE · ROCK ISLAND, IL 61201 | Contract Administrator | $142,793 |
INVESTMENT CONSULTING GROUP10+ years Service code 27 · EIN 42-1358707 5117 JERSEY RIDGE RD · DAVENPORT, IA 52807 | Advisory (Plan) | $13,000 |
CALIBRE CPA GROUP PLLC9 years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 230 W MONROE AVE SUITE 310 · CHICAGO, IL 60606 | Accounting | $9,500 |
BAUM SIGMAN AUERBACH & NEUMAN, LTD11+ years Filed as: BAUM & SIGMAN Service code 29 · EIN 36-2744057 200 W ADAMS ST, SUITE 2200 · CHICAGO, IL 60606 | Legal | $7,462 |
Employer contribution per participant 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 | $69,598 | $103,641-32.8% | $107,525-35.3% | $102,872-32.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.1%+24.9pp | 73.0%+27.0pp |
| Annual return | 15.75% | 13.08%+2.7pp | 181.32%-165.6pp | 19.06%-3.3pp |
| Employer contribution / active EE | $1,354 | $5,096-73.4% | $3,754-63.9% | $3,526-61.6% |
| Participant deferral / active EE | $2,213 | $3,789-41.6% | $5,116-56.7% | $5,535-60.0% |
| Admin fee / account holder | $117 | $276-57.6% | $8,919-98.7% | $292-59.9% |