See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: IDWC OF SW OH BENEFIT TRUST Service code 14 · EIN 31-6170926 | Plan Administrator | $553,368 |
THE SEGAL COMPANY9 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $316,250 |
Filed as: FIDELITY INVESTMENT ASSET MGMT Service code 28 · EIN 20-4659714 | Investment Management | $229,496 |
OVERMYER HALL ASSOCIATES10+ years Service code 22 · EIN 27-2481536 | Insurance Broker | $192,747 |
THE HORTON GROUP1 year Service code 49 · EIN 36-3672171 | Other Services | $150,000 |
TRIBUTARY CAPITAL1 year Filed as: TRIBUTARY CAPITAL MANAGEMENT Service code 28 · EIN 36-0721895 | Investment Management | $148,210 |
Filed as: CLARK, SCHAEFER, HACEKTT & CO. Service code 10 · EIN 31-0800053 | Accounting | $79,586 |
Service code 23 · EIN 52-1796473 | Insurance services; Direct payment fr... | $69,947 |
NORTHERN TRUST COMPANY5 years Filed as: NORTHERN TRUST COLLECTIVE INVST TR Service code 28 · EIN 26-6411809 | Investment Management | $64,084 |
Service code 49 · EIN 31-0792584 | Other Services | $58,110 |
See 1 actuary disclosure. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
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 | $0 | $181,048-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 22.4%-22.4pp | 0.0%0pp |
| Annual return | 16.07% | 10.50%+5.6pp | 9.65%+6.4pp | 9.22%+6.8pp |
| Employer contribution / active EE | $19,327 | $14,720+31.3% | $26,259-26.4% | $13,567+42.5% |
| Participant deferral / active EE | $0 | $133-100.0% | $145-100.0% | $575-100.0% |
| Admin fee / account holder | $0 | $0 | $749-100.0% | - |