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 |
|---|---|---|
EKON BENEFITS10+ years Service code 11 · EIN 43-1307863 4940 WASHINGTON BLVD. · ST LOUIS, MO 63108 | Actuarial | $74,214 |
MARQUETTE ASSOCIATES10+ years Service code 28 · EIN 43-6130272 180 N LASALLE ST · CHICAGO, IL 60601 | Investment Management | $34,167 |
SCHEFFEL BOYLE7 years Filed as: SCHEFFEL BOYLE CPAS Service code 10 · EIN 37-1206530 143 N KANSAS ST · EDWARDSVILLE, IL 62025 | Accounting | $22,400 |
THE SEGAL COMPANY6 years Filed as: SEGAL SELECT INSURANCE Service code 53 · EIN 46-0619194 8403 COLESVILLE RD · SILVER SPRING, MD 20910 | Insurance Commissions | $16,464 |
BUSEY WEALTH MANAGEMENT6 years Service code 28 · EIN 37-0613731 100 WEST UNIVERSITY AVENUE · CHAMPAIGN, IL 61820 | Investment Management | $11,000 |
NATIONAL INVESTMENT SERVICES10+ years Service code 27 · EIN 80-0169634 777 E WISCONSIN AVENUE, SUITE 2350 · MILWAUKEE, WI 53202 | Advisory (Plan) | $9,571 |
HAMMOND AND SHINNERS, P.C.8 years Service code 29 · EIN 43-1429257 13205 MANCHESTER ROAD SUITE 210 · ST LOUIS, MO 63131 | Legal | $5,563 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $36,224-100.0% | $181,048-100.0% | $36,224-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.4%-22.4pp | 2.1%-2.1pp |
| Annual return | 10.69% | 12.82%-2.1pp | 9.65%+1.0pp | 9.14%+1.5pp |
| Employer contribution / active EE | $7,359 | $13,831-46.8% | $26,259-72.0% | $19,963-63.1% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $919-100.0% |
| Admin fee / account holder | $0 | $200-100.0% | $749-100.0% | $200-100.0% |