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 8-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 |
|---|---|---|
MGO INVESTMENT ADVISORS1+ years Filed as: MGO INVESTMENT ADVISORS INC. Service code 26 24400 CHAGRIN BLVD. · BEACHWOOD, OH 441225632 | Advisory (Participants) | $75,424 |
NATIONWIDE1+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $75,112 |
MOSKAL GROSS ORCHOSKY1+ years Service code 15 | Recordkeeping | $34,010 |
MOSKAL GROSS ORCHOSKY1+ years Filed as: MOSKAL GROSS ORCHOSKY INC Service code 15 24400 CHAGRIN BLVD. · BEACHWOOD, OH 441225632 | Recordkeeping | $32,769 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,299 | $44,989-28.2% | $170,442-81.0% | $77,958-58.6% |
| Participation rate | 32.2% | 64.6%-32.4pp | 83.6%-51.4pp | 71.6%-39.5pp |
| Annual return | 17.13% | 19.61%-2.5pp | 205.93%-188.8pp | 20.87%-3.7pp |
| Employer contribution / active EE | $141 | $1,466-90.4% | $5,433-97.4% | $2,310-93.9% |
| Participant deferral / active EE | $921 | $2,208-58.3% | $4,939-81.4% | $3,537-74.0% |
| Admin fee / account holder | $121 | $69+76.1% | $13,880-99.1% | $97+24.7% |