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 |
|---|---|---|
Filed as: WELFARE & PENSION ADMIN SERVICES Service code 13 · EIN 91-1363171 | Contract Administrator | $100,556 |
CUNI, RUST & STRENK11+ years Service code 11 · EIN 31-1227755 | Actuarial | $49,125 |
LEGACY PROFESSIONALS LLP11+ years Service code 10 · EIN 32-0043599 | Accounting | $32,946 |
DOWD, BLOCH & BENNETT6 years Filed as: DOWD BLOCH BENNETT CERVONE AUERBACH Service code 29 · EIN 36-3371377 | Legal | $29,848 |
FIFTH THIRD BANK RETIREMENT SERVICE11+ years Filed as: FIFTH THIRD BANK Service code 19 · EIN 31-0676865 | Securities Custodian | $16,887 |
MARQUETTE ASSOCIATES11+ years Service code 27 · EIN 36-3485298 | Advisory (Plan) | $11,999 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
Employer contribution per participant 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 | $0 | $0 | - | - |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 0.0%0pp |
| Annual return | 13.64% | 10.71%+2.9pp | 3.58%+10.1pp | 10.71%+2.9pp |
| Employer contribution / active EE | $71 | $14,986-99.5% | $20,383-99.7% | $14,986-99.5% |
| Participant deferral / active EE | $0 | $1,686-100.0% | $0 | $1,686-100.0% |
| Admin fee / account holder | $0 | $0 | - | - |