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 |
|---|---|---|
STANDARD VALUATIONS2+ years Filed as: STANDARD VALUATIONS, INC. Service code 17 · EIN 41-1327339 790 CLEVELAND AVE SOUTH · ST PAUL, MN 55116 | Pension Consulting | $21,500 |
CUNI, RUST & STRENK2+ years Filed as: CUNI, RUST & STRENK, INC. Service code 11 · EIN 31-1227755 4555 LAKE FOREST DR 620 · CINCINNATI, OH 45242 | Actuarial | $17,900 |
ASCENSUS LLC2+ years Filed as: LEDBETTER, PARISI, LLC Service code 29 · EIN 03-0599899 9240 MARKETPLACE DR · MIAMISBURG, OH 45342 | Legal | $17,141 |
HEALTHSCOPE BENEFITS1 year Filed as: HEALTHSCOPE BENEFITS INC Service code 14 · EIN 71-0847266 PO BOX 50440 · INDIANAPOLIS, IN 46250 | Plan Administrator | $14,610 |
Service code 51 · EIN 20-4669888 ONE POST OFFICE SQUARE · BOSTON, MA 02109 | Investment Mgmt Fees | $10,083 |
MOSIER & ASSOCIATES CPAS INC2+ years Service code 10 · EIN 47-1912410 180 E SPRING VALLEY PIKE · CENTERVILLE, OH 45458 | Accounting | $8,544 |
STEWART C. MILLER & CO., INC.2+ years Service code 14 · EIN 35-1820020 2111 WEST LINCOLN HIGHWAY · MERRILLVILLE, IN 46410 | Plan Administrator | $6,615 |
ASB CAPITAL MANAGEMENT2+ years Filed as: ASB CAPITAL MANAGEMENT LLC Service code 19 · EIN 80-0618452 7501 WISCONSIN AVE 1500W · BETHESDA, MD 20814 | Securities Custodian | $5,959 |
KEYBANK NATIONAL ASSOCIATION2+ years Filed as: KEYBANK INSTITUTIONAL ASSET SERVICE Service code 19 · EIN 34-0797057 127 PUBLIC SQUARE 17TH FL · CLEVELAND, OH 44114 | Securities Custodian | $1,669 |
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 | $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 | 9.87% | 11.09%-1.2pp | 8.32%+1.5pp | 13.95%-4.1pp |
| Employer contribution / active EE | $6,425 | $10,980-41.5% | $30,793-79.1% | $16,598-61.3% |
| 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% |