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 |
|---|---|---|
CORNERSTONE FINANCIAL GROUP2 years Service code 27 4565 EAST GALBRAITH RD. · CINCINNATI, OH 45243 | Advisory (Plan) | $6,745 |
BRINKER CAPITAL2 years Filed as: BRINKER CAPITAL, INC Service code 28 1055 WESTLAKE DRIVE · BERWYN, PA 19312 | Investment Management | $4,722 |
Service code 13 · EIN 46-4091337 | Contract Administrator | $4,634 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $13,013 | $54,590-76.2% | $81,930-84.1% | $73,488-82.3% |
| Participation rate | 82.3% | 68.3%+14.0pp | 72.0%+10.3pp | 70.7%+11.6pp |
| Annual return | 14.20% | 17.74%-3.5pp | 29.49%-15.3pp | 28.51%-14.3pp |
| Employer contribution / active EE | $775 | $1,636-52.6% | $4,310-82.0% | $2,270-65.9% |
| Participant deferral / active EE | $1,062 | $2,759-61.5% | $7,107-85.1% | $3,740-71.6% |
| Admin fee / account holder | $124 | $592-79.1% | $5,158-97.6% | $513-75.9% |