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 |
|---|---|---|
HUNTINGTON NATIONAL BANK3 years Service code 18 · EIN 31-0966785 41 S. HIGH ST. · COLUMBUS, OH 48287 | Custodial (other than securities) | $58,620 |
CBIZ RETIREMENT PLAN SERVICES5+ years Service code 11 · EIN 31-1498244 13680 CLEVELAND AVENUE NW · UNIONTOWN, OH 44685 | Actuarial | $22,025 |
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 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 | $317,036-100.0% | $248,520-100.0% | $317,036-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 35.1%-35.1pp | 13.0%-13.0pp |
| Annual return | 19.97% | 13.77%+6.2pp | 239.57%-219.6pp | 13.59%+6.4pp |
| Employer contribution / active EE | $4,494 | $20,011-77.5% | $43,837-89.7% | $14,592-69.2% |
| Participant deferral / active EE | $0 | $165-100.0% | $575-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $29,657-100.0% | $36,083-100.0% | $29,657-100.0% |