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) | $37,688 |
ASCENSUS LLC3 years Filed as: LEDBETTER PARTNERS LLC Service code 29 · EIN 03-0599899 5078 WOOSTER RD, STE 400 · CINCINNATI, OH 45226 | Legal | $33,804 |
UMR2 years Service code 14 · EIN 39-1995276 7440 WOODLAND DRIVE · INDIANAPOLIS, IN 46278 | Plan Administrator | $26,999 |
CUNI, RUST & STRENK10+ years Service code 11 · EIN 31-1227755 4555 LAKE FOREST DR 620 · CINCINNATI, OH 45242 | Actuarial | $25,750 |
DGPERRY, PLLC1 year Filed as: DGPERRY,PLLC Service code 10 · EIN 83-3033790 3711 STARRS CENTRE DRIVE · CANFIELD, OH 44406 | Accounting | $19,936 |
THE SEGAL COMPANY1 year Filed as: SEGAL SELECT INSURANCE Service code 22 · EIN 46-0614919 333 WEST 34TH STREET · NEW YORK, NY 100012402 | Insurance Broker | $16,523 |
Filed as: FIFTH THIRD BANK Service code 19 · EIN 31-1051736 1 SOUTH MAIN STREET · DAYTON, OH 45403 | Securities Custodian | $11,306 |
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 | $53-100.0% | $181,048-100.0% | $49,655-100.0% |
| Participation rate | 0.0% | 50.0%-50.0pp | 22.4%-22.4pp | 17.1%-17.1pp |
| Annual return | 94.32% | 11.85%+82.5pp | 9.65%+84.7pp | 9.82%+84.5pp |
| Employer contribution / active EE | $9,997 | $8,767+14.0% | $26,259-61.9% | $13,587-26.4% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $81-100.0% |
| Admin fee / account holder | $0 | $0 | $749-100.0% | $2,893-100.0% |