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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.
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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.6+ years Service code 64 · EIN 36-3492086 | Recordkeeping Fees | $70,953 |
PRICEWATERHOUSECOOPERS LLP4 years Filed as: PRICE WATERHOUSE COOPERS LLP Service code 10 · EIN 13-4008324 | Accounting | $30,700 |
KEATING & ASSOCIATES, INC.3 years Filed as: KEATING, MUETHING & KLEKAMP Service code 29 1400 PROVIDENT TOWER · CINCINNITI, OH 45202 | Legal | $25,000 |
CORRELL CO. INVESTMENT SERVICES6+ years Filed as: CORRELL CO. INVESTMENT SERVICES COR Service code 28 · EIN 36-3400965 | Investment Management | $11,059 |
LOCKTON INVESTMENT ADVISORS, LLC5+ years Filed as: LOCKTON INVESTMENT ADVISORS Service code 17 · EIN 20-3247391 | Pension Consulting | $10,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $59,249 | $46,219+28.2% | $89,391-33.7% | $90,288-34.4% |
| Participation rate | 18.3% | 44.9%-26.6pp | 68.0%-49.6pp | 73.4%-55.0pp |
| Annual return | 17.23% | 25.71%-8.5pp | 245.62%-228.4pp | 53.97%-36.7pp |
| Employer contribution / active EE | $0 | $953-100.0% | $2,586-100.0% | $2,524-100.0% |
| Participant deferral / active EE | $1,409 | $2,136-34.0% | $3,890-63.8% | $4,232-66.7% |
| Admin fee / account holder | $374 | $147+154.6% | $4,881-92.3% | $114+227.8% |