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 |
|---|---|---|
Service code 15 · EIN 48-1205033 | Recordkeeping | $60,845 |
Service code 27 35 E WACKER DR · CHICAGO, IL 606012310 | Advisory (Plan) | $6,164 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $43,954 | $46,292-5.0% | $143,757-69.4% | $64,808-32.2% |
| Participation rate | 70.5% | 64.2%+6.3pp | 80.3%-9.8pp | 71.5%-1.0pp |
| Annual return | 4.11% | -10.05%+14.2pp | -0.04%+4.1pp | 32.82%-28.7pp |
| Employer contribution / active EE | $1,876 | $1,910-1.8% | $4,951-62.1% | $2,506-25.1% |
| Participant deferral / active EE | $4,096 | $2,646+54.8% | $5,637-27.3% | $4,310-5.0% |
| Admin fee / account holder | $183 | $154+18.7% | $14,673-98.8% | $188-2.8% |