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 7-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 |
|---|---|---|
Filed as: BRIDGEWAY BENEFIT TECHNOLOGIES, LLC Service code 50 · EIN 52-1796473 | Direct Payment | $26,262 |
Filed as: JACOBS, BURNS, ORLOVE, HERNANDEZ Service code 29 · EIN 36-2425981 | Legal | $14,684 |
Filed as: STRATEGIC CAPITAL INV ADVISORS INC Service code 27 · EIN 36-4268991 | Advisory (Plan) | $12,000 |
Service code 10 · EIN 30-0510353 | Accounting | $9,287 |
OLD SECOND BANK1 year Service code 21 37 S. RIVER ST. · AURORA, IL 60506 | Bank Trustee | $8,854 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $23,746 | $103,641-77.1% | $107,525-77.9% | $102,872-76.9% |
| Participation rate | 97.6% | 79.4%+18.2pp | 75.1%+22.6pp | 73.0%+24.6pp |
| Annual return | 13.65% | 13.08%+0.6pp | 181.32%-167.7pp | 19.06%-5.4pp |
| Employer contribution / active EE | $2,440 | $5,096-52.1% | $3,754-35.0% | $3,526-30.8% |
| Participant deferral / active EE | $1,185 | $3,789-68.7% | $5,116-76.8% | $5,535-78.6% |
| Admin fee / account holder | $207 | $276-25.2% | $8,919-97.7% | $292-29.3% |