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 |
|---|---|---|
IWDC OF SO OH BENEFIT TRUST1+ years Service code 14 · EIN 31-0557391 | Plan Administrator | $431,900 |
IWDC OF SO OH PENSION TRUST1+ years Service code 14 · EIN 31-6038516 | Plan Administrator | $78,463 |
OVERMYER HALL ASSOCIATES1+ years Service code 22 1600 W LANE AVE, SUITE 200 · COLUMBUS, OH 43221 | Insurance Broker | $75,673 |
CLARK, SCHAEFER, HACKETT & CO.1+ years Service code 10 · EIN 31-0800053 | Accounting | $60,311 |
THE SEGAL COMPANY1+ years Filed as: SEGAL ROGERSCASEY Service code 27 · EIN 13-2646110 | Advisory (Plan) | $52,000 |
Filed as: FAULKNER, HOFFMAN & PHILLIPS, LLP Service code 29 · EIN 34-1909706 | Legal | $41,160 |
THE SEGAL COMPANY1+ years Filed as: SEGAL CO. MIDWEST Service code 16 · EIN 13-1975125 | Consulting | $13,000 |
Service code 13 · EIN 04-1590850 | Contract Administrator | $8,265 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,008 | $50,626-28.9% | $84,750-57.5% | $65,292-44.9% |
| Participation rate | 99.0% | 89.2%+9.8pp | 76.6%+22.4pp | 72.4%+26.5pp |
| Annual return | -3.14% | 5.34%-8.5pp | 22.78%-25.9pp | 11.84%-15.0pp |
| Employer contribution / active EE | $2,531 | $3,033-16.6% | $3,574-29.2% | $2,302+10.0% |
| Participant deferral / active EE | $0 | $3,109-100.0% | $3,712-100.0% | $3,579-100.0% |
| Admin fee / account holder | $88 | $97-8.8% | $5,332-98.3% | $57+53.8% |