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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY1+ years Filed as: CGMI-SMITH BARNEY Service code 21 · EIN 26-4310632 7755 MONTGOMERY RD · CINCINNATI, OH 45236 | Bank Trustee | $726,997 |
STONER & ASSOCIATES1+ years Service code 14 · EIN 31-1219231 205 WEST 4TH STREET, SUITE 225 · CINCINNATI, OH 45202 | Plan Administrator | $705,689 |
RIDGEWORTH1+ years Filed as: NFJ INVESTMENT GROUP, LLC Service code 21 · EIN 06-1349805 PO BOX 51029 · LOS ANGELES, CA 51029 | Bank Trustee | $552,540 |
PBGC PREMIUM1+ years Filed as: PBGC Service code 23 1200 K STREET N.W. SUITE 270 · WASHINGTON, DC 200054026 | Insurance services | $390,468 |
Filed as: MCDONNELL Service code 21 · EIN 36-4445613 1515 WEST 22ND STREET, 11TH FLOOR · OAK BROOK, IL 60523 | Bank Trustee | $136,239 |
SCHNIFF KREIDLER-SHELL1+ years Service code 23 · EIN 31-0493950 1 WEST FOURTH STREET, SUITE 1300 · CINCINNATI, OH 45202 | Insurance services | $113,639 |
THE SEGAL COMPANY1+ years Filed as: THE SEGAL GROUP, INC Service code 11 · EIN 94-1503999 116 HUNTINGTON AVENUE · BOSTON, MA 021165744 | Actuarial | $86,896 |
SEBALY, SHILLITO & DYER1+ years Service code 29 · EIN 31-1173960 1900 KETTERING TOWER, 40 N MAIN STR · DAYTON, OH 45423 | Legal | $48,506 |
RANKIN, RANKIN & CO1+ years Service code 10 · EIN 61-0721782 1717 DIXIE HWY STE 600 · FT WRIGHT, KY 41011 | Accounting | $30,050 |
US BANK1+ years Service code 21 · EIN 31-0841368 P.O. BOX 1800 · ST PAUL, MI 551010800 | Bank Trustee | $26,055 |
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $4,666,522-100.0% | $522,682-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.6%-12.6pp | 0.0%0pp |
| Annual return | -2.53% | -1.23%-1.3pp | -3.43%+0.9pp | 1.67%-4.2pp |
| Employer contribution / active EE | $2,830 | $11,541-75.5% | $25,607-88.9% | $10,506-73.1% |
| Participant deferral / active EE | $93 | $1,138-91.9% | $77+19.6% | $1,562-94.1% |
| Admin fee / account holder | $0 | $88,742-100.0% | $13,511-100.0% | $66,276-100.0% |