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 |
|---|---|---|
CORRELL CO.4+ years Service code 64 · EIN 36-3492086 | Recordkeeping Fees | $46,611 |
CORRELL CO. INVESTMENT SERVICES4+ years Filed as: CORRELL CO. INVESTMENT SERVICES COR Service code 28 · EIN 36-3400965 | Investment Management | $38,113 |
Filed as: KEATING, MUETHING & KLEKAMP Service code 29 1400 PROVIDENT TOWER · CINCINNITI, OH 45202 | Legal | $23,290 |
LOCKTON INVESTMENT ADVISORS, LLC3+ years Filed as: LOCKTON INVESTMENT ADVISORS Service code 17 · EIN 20-3247391 | Pension Consulting | $5,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,563 | $34,242+24.3% | $76,523-44.4% | $75,289-43.5% |
| Participation rate | 16.2% | 43.9%-27.7pp | 68.0%-51.8pp | 72.4%-56.2pp |
| Annual return | -5.83% | -0.98%-4.8pp | -0.27%-5.6pp | -0.04%-5.8pp |
| Employer contribution / active EE | $0 | $975-100.0% | $2,647-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $1,359 | $1,872-27.4% | $3,835-64.6% | $3,739-63.7% |
| Admin fee / account holder | $258 | $112+130.3% | $4,848-94.7% | $102+152.0% |