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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.
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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 |
|---|---|---|
Filed as: VIVALDI CAPITAL MANAGEMENT Service code 27 225 WEST WACKER · CHICAGO, IL 60606 | Advisory (Plan) | $25,074 |
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $13,051 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,500 | $71,883+0.9% | $86,677-16.4% | $68,494+5.8% |
| Participation rate | 62.8% | 72.2%-9.4pp | 76.6%-13.8pp | 67.9%-5.1pp |
| Annual return | -16.29% | 3.52%-19.8pp | 35.91%-52.2pp | -7.84%-8.4pp |
| Employer contribution / active EE | $1,427 | $2,173-34.3% | $2,836-49.7% | $2,596-45.0% |
| Participant deferral / active EE | $4,299 | $3,779+13.8% | $4,656-7.7% | $4,027+6.7% |
| Admin fee / account holder | $471 | $6,112-92.3% | $7,493-93.7% | $5,403-91.3% |