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 |
|---|---|---|
Filed as: STRATEGIC CAPITAL INVESTMENT ADV Service code 27 · EIN 36-4268991 720 E BUTTERFIELD RD 320 · LOMBARD, IL 60148 | Advisory (Plan) | $34,368 |
CUNI, RUST & STRENK5+ years Service code 11 · EIN 31-1227755 4555 LAKE FOREST DR 620 · CINCINNATI, OH 45242 | Actuarial | $27,994 |
HEALTHSCOPE BENEFITS1 year Filed as: HEALTHSCOPE BENEFITS INC. Service code 14 · EIN 71-0847266 P.O. BOX 50440 · INDIANAPOLIS, IN 46250 | Plan Administrator | $25,017 |
ASCENSUS LLC3 years Filed as: LEDBETTER PARISI LLC Service code 29 · EIN 03-0599899 70 RHOADS CENTER DR STE B · CENTERVILLE, OH 45458 | Legal | $13,071 |
Filed as: MOSIER & ASSOCIATES Service code 10 · EIN 47-1912410 180 E SPRING VALLEY PK B · CENTERVILLE, OH 45458 | Accounting | $8,702 |
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 | $21,551-100.0% | $165,322-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 39.2%-39.2pp | 32.5%-32.5pp | 13.5%-13.5pp |
| Annual return | 6.06% | 9.38%-3.3pp | 8.01%-1.9pp | 9.29%-3.2pp |
| Employer contribution / active EE | $8,624 | $9,605-10.2% | $29,475-70.7% | $15,168-43.1% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $294-100.0% | $637-100.0% | $2,037-100.0% |