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) | $38,777 |
CUNI, RUST & STRENK7+ years Service code 11 · EIN 31-1227755 4555 LAKE FOREST DR 620 · CINCINNATI, OH 45242 | Actuarial | $31,475 |
HEALTHSCOPE BENEFITS3 years Filed as: HEALTHSCOPE BENEFITS INC. Service code 14 · EIN 71-0847266 P.O. BOX 50440 · INDIANAPOLIS, IN 46250 | Plan Administrator | $26,868 |
ASCENSUS LLC5 years Filed as: LEDBETTER PARISI LLC Service code 29 · EIN 03-0599899 70 RHOADS CENTER DR STE B · CENTERVILLE, OH 45458 | Legal | $25,512 |
BODINE PERRY2 years Service code 10 · EIN 83-3033790 3711 STARRS CENTRE DRIVE · CANFIELD, OH 44406 | Accounting | $14,871 |
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 | $36,148-100.0% | $164,721-100.0% | $107,032-100.0% |
| Participation rate | 0.0% | 16.7%-16.7pp | 21.0%-21.0pp | 9.9%-9.9pp |
| Annual return | -6.65% | -4.92%-1.7pp | -5.84%-0.8pp | -5.25%-1.4pp |
| Employer contribution / active EE | $10,397 | $10,994-5.4% | $31,839-67.3% | $15,166-31.4% |
| Participant deferral / active EE | $0 | $0 | $2-100.0% | $120-100.0% |
| Admin fee / account holder | $0 | $436-100.0% | $1,000-100.0% | $3,859-100.0% |