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 |
|---|---|---|
BENESYS, INC.1 year Filed as: BENESYS INC. Service code 14 · EIN 31-6152294 700 TOWER DRIVE STE 300 · TROY, MI 48098 | Plan Administrator | $28,400 |
ALLOTTA FARLEY CO LPA3+ years Service code 29 · EIN 34-1316963 2222 CENTENNIAL ROAD · TOLEDO, OH 43617 | Legal | $20,931 |
ANDCO CONSULTING2 years Service code 27 · EIN 59-3676225 4901 VINELAND ROAD 600 · ORLANDO, FL 32811 | Advisory (Plan) | $20,000 |
CUNI, RUST & STRENK3+ years Filed as: CUNI RUST & STRENK Service code 11 · EIN 31-1227755 4555 LAKE FOREST DR. 620 · CINCINNATI, OH 45242 | Actuarial | $17,325 |
Filed as: NATIONAL REAL ESTATE ADVISORS Service code 19 · EIN 26-2237421 900 SEVENTH STREET NW 600 · WASHINGTON, DC 20001 | Securities Custodian | $12,366 |
MOSIER & ASSOCIATES CPAS INC3+ years Filed as: MOSIER & ASSOCIATES CPAS, INC Service code 10 · EIN 47-1912410 180 E SPRING VALLEY ROAD · CENTERVILLE, OH 45458 | Accounting | $10,169 |
KEYBANK NATIONAL ASSOCIATION3+ years Service code 19 · EIN 34-0797057 100 PUBLIC SQ STE 600 · CLEVELAND, OH 44133 | Securities Custodian | $6,188 |
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.
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 | 13.77% | 11.09%+2.7pp | 8.32%+5.4pp | 13.95%-0.2pp |
| Employer contribution / active EE | $7,534 | $10,980-31.4% | $30,793-75.5% | $16,598-54.6% |
| 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% |