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 |
|---|---|---|
RIDGE RETIREMENT CONSULTANTS LLC5+ years Filed as: RIDGE CAPITAL MANAGEMENT Service code 28 · EIN 27-5459286 | Investment Management | $1,813,899 |
HORIZON ACTUARIAL SERVICES, LLC5+ years Filed as: HORIZON ACTUARIAL SERVICES Service code 11 · EIN 26-1370698 | Actuarial | $201,883 |
RGM CAPITAL, LLC3 years Filed as: RGM CAPITAL - RGM WILLOW PARK Service code 28 · EIN 06-1685711 | Investment Management | $192,274 |
CJBS, LLC4 years Service code 10 · EIN 36-3524803 | Accounting | $125,185 |
Service code 28 · EIN 80-0618452 | Investment Management | $105,131 |
CHARLES PASTORE5+ years Service code 30 · EIN 51-6040136 | Employee (plan) | $84,089 |
Service code 10 · EIN 30-0510353 | Accounting | $75,000 |
CHICAGO EQUITY PARTNERS4 years Filed as: CHICAGO CAPITAL MANAGEMENT Service code 27 311 SOUTH WACKER DRIVE · CHICAGO, IL 60606 | Advisory (Plan) | $73,975 |
Service code 27 | Advisory (Plan) | $70,191 |
A-1 CONTRACTORS, INC.4 years Service code 49 · EIN 36-3707781 | Other Services | $69,818 |
See 1 actuary disclosure. $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.
Annual investment return 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 | $2,822,362-100.0% | $319,634-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 27.6%-27.6pp | 0.6%-0.6pp |
| Annual return | -5.97% | 8.57%-14.5pp | 174.94%-180.9pp | 11.45%-17.4pp |
| Employer contribution / active EE | $9,329 | $13,016-28.3% | $38,590-75.8% | $17,219-45.8% |
| Participant deferral / active EE | $0 | $0 | $8-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $15,480-100.0% | $3,298-100.0% | $15,480-100.0% |