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 |
|---|---|---|
Filed as: STRATEGIC CAPITAL INVESTMENT ADV Service code 27 · EIN 36-4268991 720 E BUTTERFIELD RD 320 · LOMBARD, IL 60148 | Advisory (Plan) | $31,809 |
UMR1 year Service code 14 · EIN 39-1995276 7440 WOODLAND DRIVE · INDIANAPOLIS, IN 46278 | Plan Administrator | $26,999 |
CUNI, RUST & STRENK9+ years Service code 11 · EIN 31-1227755 4555 LAKE FOREST DR 620 · CINCINNATI, OH 45242 | Actuarial | $26,850 |
ASCENSUS LLC2 years Filed as: LEDBETTER PARTNERS LLC Service code 29 · EIN 03-0599899 5078 WOOSTER RD, STE 400 · CINCINNATI, OH 45202 | Legal | $25,790 |
DGPERRY, PLLC2 years Filed as: DGPERRY Service code 10 · EIN 83-3033790 3711 STARRS CENTRE DRIVE · CANFIELD, OH 44406 | Accounting | $20,571 |
Filed as: ARTHUR J GALLAGHER Service code 22 · EIN 36-2102482 201 EAST 4TH STREET · CINCINNATI, OH 45202 | Insurance Broker | $15,060 |
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.
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 | $62,678-100.0% | $201,416-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 25.0%-25.0pp | 32.7%-32.7pp | 11.0%-11.0pp |
| Annual return | 11.62% | 7.29%+4.3pp | 8.09%+3.5pp | 8.23%+3.4pp |
| Employer contribution / active EE | $11,245 | $9,761+15.2% | $28,732-60.9% | $13,859-18.9% |
| Participant deferral / active EE | $0 | $0 | $7-100.0% | $61-100.0% |
| Admin fee / account holder | $0 | $788-100.0% | $60,136-100.0% | $1,652-100.0% |