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: GALLAGHER BENEFIT SERVICES, INC. Service code 60 · EIN 36-4291971 2850 GOLF ROAD · ROLLING MEADOWS, IL 60008 | Sub-TA Fees | $243,000 |
WILLIS TOWERS WATSON US LLC5 years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0811291 1001 LAKESIDE AVENUE, SUITE 1500 · CLEVELAND, OH 441141172 | Actuarial | $73,550 |
HUNTINGTON NATIONAL BANK9+ years Service code 26 · EIN 31-0966785 P.O. BOX 1558 · COLUMBUS, OH 43216 | Advisory (Participants) | $21,089 |
MCDONALD HOPKINS, LLC1 year Filed as: MCDONALD HOPKINS LLC Service code 29 · EIN 34-1059058 600 SUPERIOR AVE., E, STE 2100 · CLEVELAND, OH 44114 | Legal | $7,340 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $195,758-100.0% | $182,032-100.0% | $287,075-100.0% |
| Participation rate | 0.0% | 25.1%-25.1pp | 13.4%-13.4pp | 55.8%-55.8pp |
| Annual return | 1.33% | 3.72%-2.4pp | 7.70%-6.4pp | 24.42%-23.1pp |
| Employer contribution / active EE | $0 | $38,217-100.0% | $28,478-100.0% | $41,338-100.0% |
| Participant deferral / active EE | $0 | $2-100.0% | $49-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $61,373-100.0% | $51,246-100.0% | $22,079-100.0% |