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: WILLIS TOWERS WATSON Service code 11 · EIN 53-0811291 1001 LAKESIDE AVENUE, SUITE 1500 · CLEVELAND, OH 441141172 | Actuarial | $52,650 |
HUNTINGTON NATIONAL BANK5+ years Service code 26 · EIN 31-0966785 P.O. BOX 1558 · COLUMBUS, OH 43216 | Advisory (Participants) | $25,013 |
PACKER THOMAS1 year Service code 10 · EIN 34-1667340 6601 WESTFORD PL. STE. 101 · CANFIELD, OH 44406 | Accounting | $10,370 |
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 | $58,463-100.0% | $133,543,011-100.0% | $317,036-100.0% |
| Participation rate | 0.0% | 1.8%-1.8pp | 8.0%-8.0pp | 13.0%-13.0pp |
| Annual return | 18.74% | 12.80%+5.9pp | 29.77%-11.0pp | 13.59%+5.2pp |
| Employer contribution / active EE | $7,066 | $11,862-40.4% | $33,607-79.0% | $14,592-51.6% |
| Participant deferral / active EE | $0 | $86-100.0% | $96-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $325-100.0% | $835,310-100.0% | $29,657-100.0% |