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: SHUMAKER LOOP & KENDRICK LLP Service code 29 41 SOUTH HIGH STREET · COLUMBUS, OH 43215 | Legal | $45,000 |
CRS INC10+ years Service code 11 · EIN 31-1227755 4555 LAKE FOREST DRIVE · CINCINNATI, OH 45242 | Actuarial | $40,050 |
MARINER LLC1 year Filed as: MARINER Service code 27 · EIN 59-3676225 4901 VINELAND RD. STE 600 · ORLANDO, FL 32811 | Advisory (Plan) | $31,500 |
JOHNSON & KROL, LLC1 year Filed as: JOHNSON & KROL LLC Service code 29 311 S WACKER DR. 1050 · CHICAGO, IL 60606 | Legal | $21,797 |
UMR7 years Service code 13 · EIN 31-1219231 230 LEXINGTON GREEN CIRCL · LEXINGTON, KY 40503 | Contract Administrator | $19,653 |
FRANK N HESTAND CPA PSC9 years Service code 10 · EIN 61-1336870 261 REGENCY CIRCLE · LEXINGTON, KY 40503 | Accounting | $9,000 |
ASB CAPITAL MANAGEMENT1 year Service code 28 801 NORTH BRAND BLVD · GLENDALE, CA 91203 | Investment Management | $6,616 |
Service code 29 600 VINE STREET · CINCINNATI, OH 45202 | Legal | $5,260 |
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 | $36,224-100.0% | $181,048-100.0% | $36,224-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.4%-22.4pp | 2.1%-2.1pp |
| Annual return | 7.51% | 12.82%-5.3pp | 9.65%-2.1pp | 9.14%-1.6pp |
| Employer contribution / active EE | $18,551 | $13,831+34.1% | $26,259-29.4% | $19,963-7.1% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $919-100.0% |
| Admin fee / account holder | $0 | $200-100.0% | $749-100.0% | $200-100.0% |