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 |
|---|---|---|
CLARK, SCHAEFER, HACKETT & CO.10+ years Filed as: CLARK, SCHAEFER, HACKETT & CO Service code 10 · EIN 31-0800053 | Accounting | $13,000 |
US BANK10+ years Service code 21 · EIN 41-6271370 | Bank Trustee | $9,629 |
JHBENEFITS LTD8 years Service code 11 · EIN 20-0754801 | Actuarial | $8,042 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
Employer contribution per participant 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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $57,974-100.0% | $105,290-100.0% | $49,655-100.0% |
| Participation rate | 0.0% | 19.2%-19.2pp | 12.3%-12.3pp | 17.1%-17.1pp |
| Annual return | 6.08% | 8.98%-2.9pp | 52.39%-46.3pp | 9.82%-3.7pp |
| Employer contribution / active EE | $0 | $17,759-100.0% | $23,486-100.0% | $13,587-100.0% |
| Participant deferral / active EE | $0 | $27-100.0% | $224-100.0% | $81-100.0% |
| Admin fee / account holder | $0 | $1,488-100.0% | $4,431-100.0% | $2,893-100.0% |