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 | $119,867 |
BAUM SIGMAN AUERBACH & NEUMAN, LTD10+ years Filed as: BAUM & SIGMAN Service code 29 · EIN 36-2744057 200 W ADAMS ST, SUITE 2200 · CHICAGO, IL 60606 | Legal | $10,702 |
INVESTMENT CONSULTING GROUP9 years Service code 27 · EIN 42-1358707 5117 JERSEY RIDGE RD · DAVENPORT, IA 52807 | Advisory (Plan) | $10,000 |
CALIBRE CPA GROUP PLLC8 years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 230 W MONROE AVE SUITE 310 · CHICAGO, IL 60606 | Accounting | $9,986 |
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 | $65,291 | $241,101-72.9% | $103,374-36.8% | $199,768-67.3% |
| Participation rate | 100.0% | 78.3%+21.7pp | 74.5%+25.5pp | 72.0%+28.0pp |
| Annual return | 18.88% | 17.80%+1.1pp | 24.89%-6.0pp | 34.26%-15.4pp |
| Employer contribution / active EE | $1,242 | $4,244-70.7% | $3,869-67.9% | $3,037-59.1% |
| Participant deferral / active EE | $2,146 | $3,958-45.8% | $5,058-57.6% | $5,090-57.8% |
| Admin fee / account holder | $110 | $288-61.6% | $8,394-98.7% | $269-58.9% |