See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.2+ years Filed as: STRATEGIC CAPITAL MANAGEMENT Service code 27 · EIN 36-4268991 720 E BUTTERFIELD RD 360 · LOMBARD, IL 60148 | Advisory (Plan) | $38,920 |
HEALTHSCOPE BENEFITS1 year Filed as: HEALTHSCOPE BENEFITS INC Service code 14 · EIN 71-0847266 PO BOX 50440 · INDIANAPOLIS, IN 46250 | Plan Administrator | $24,708 |
CUNI, RUST & STRENK2+ years Service code 11 · EIN 31-1227755 4555 LAKE FOREST DR 620 · CINCINNATI, OH 45242 | Actuarial | $23,958 |
ASCENSUS LLC2+ years Filed as: LEDBETTER, PARISI, LLC Service code 29 · EIN 03-0599899 9240 MARKETPLACE DRIVE · MIAMISBURG, OH 45342 | Legal | $15,192 |
MOSIER & ASSOCIATES CPAS INC2+ years Service code 10 · EIN 47-1912410 180 E SPRING VALLEY PK B · CENTERVILLE, OH 45458 | Accounting | $10,279 |
Service code 19 · EIN 31-1051736 600 SUPERIOR AVE · CLEVELAND, OH 44114 | Securities Custodian | $4,559 |
See 1 actuary disclosure. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
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 | $23,019-100.0% | $184,886-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 60.0%-60.0pp | 47.1%-47.1pp | 11.3%-11.3pp |
| Annual return | 9.24% | 9.14%+0.1pp | 8.32%+0.9pp | 10.41%-1.2pp |
| Employer contribution / active EE | $7,475 | $9,384-20.3% | $30,793-75.7% | $14,691-49.1% |
| Participant deferral / active EE | $0 | $0 | $90-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $212-100.0% | $2,802-100.0% | $2,646-100.0% |