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 |
|---|---|---|
CRS INC2+ years Filed as: CRS, INC Service code 11 4555 LAKE FOREST DRIVE, SUITE 620 · CINCINNATI, OH 45242 | Actuarial | $30,250 |
AMERICAN REALTY ADVISORS1 year Filed as: AMERICAN BENEFIT CORPORATION Service code 13 · EIN 31-1219231 205 WEST FOURTH STREET, SUITE 225 · CINCINNATI, OH 45202 | Contract Administrator | $28,043 |
ALLOTTA FARLEY CO LPA2+ years Filed as: ALLOTTA FARLEY WIDMAN Service code 29 · EIN 34-1316963 2222 CENTENNIAL ROAD · TOLEDO, OH 43617 | Legal | $23,896 |
STANDARD VALUATIONS2+ years Filed as: STANDARD VALUATION Service code 27 · EIN 41-1327339 790 CLEVELAND AVE S · ST. PAUL, MN 55116 | Advisory (Plan) | $22,000 |
SEGALL BRYANT & HAMILL2+ years Filed as: SEGALL BRYANT HAMILL Service code 28 · EIN 41-1788385 10 S WACKER DRIVE, SUITE 3500 · CHICAGO, IL 60606 | Investment Management | $20,876 |
Filed as: ARTHUR J. GALLAGHER RISK MANAGEMENT Service code 22 1 W. FOURTH STREET · CINCINNATI, OH 45202 | Insurance Broker | $18,994 |
MANNING & NAPIER2+ years Service code 27 · EIN 16-0995736 290 WOODCLIFF DRIVE · FAIRPORT, NY 14450 | Advisory (Plan) | $11,945 |
Filed as: BLUE & CO., LLC Service code 10 · EIN 35-1178661 12800 NORTH MERIDIAN ST. STE 400 · CARMEL, IN 46032 | Accounting | $11,049 |
ASB CAPITAL MANAGEMENT1 year Service code 28 · EIN 80-0618452 7501 WISCONSIN AVENUE, SUITE 1500W · BETHESDA, MD 20814 | Investment Management | $11,048 |
GOLDSTEIN GRAGEL LLC2+ years Filed as: GOLDSTEIN GRAGEL, LLC Service code 29 1111 SUPERIOR AVE. EAST, SUITE 620 · CLEVELAND, OH 44114 | Legal | $10,172 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $44,091-100.0% | $184,886-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 4.5%-4.5pp |
| Annual return | 7.90% | 11.09%-3.2pp | 8.32%-0.4pp | 13.95%-6.0pp |
| Employer contribution / active EE | $6,032 | $10,980-45.1% | $30,793-80.4% | $16,598-63.7% |
| Participant deferral / active EE | $0 | $4,074-100.0% | $90-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $612-100.0% | $2,802-100.0% | $612-100.0% |