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 |
|---|---|---|
AMERICAN REALTY ADVISORS1 year Service code 28 515 S. FLOWER ST. · LOS ANGELES, CA 90071 | Investment Management | $103,428 |
BENESYS, INC.10+ years Service code 13 3660 STUTZ DRIVE, SUITE 1010 · CANFIELD, OH 44406 | Contract Administrator | $103,292 |
CUNI, RUST & STRENK10+ years Service code 11 4555 LAKE FOREST DRIVE. SUITE620 · CINCINNATI, OH 452425617 | Actuarial | $102,000 |
AUTOPISTAS1 year Service code 21 | Bank Trustee | $86,892 |
MARQUETTE ASSOCIATES3 years Service code 16 180 N LA SALLE STREET, SUITE 3500 · CHICAGO, IL 60601 | Consulting | $80,000 |
Filed as: SHUMAKER, LOOP & KENDRICK Service code 29 1000 JACKSON STREET · TOLEDO, OH 43604 | Legal | $73,724 |
IFM INVESTORS PTY LTD1 year Filed as: IFM GLOBAL Service code 28 114 WEST 47TH STREET, 19TH FLOOR · NEW YORK, NY 10036 | Investment Management | $64,289 |
LSV ASSET MANAGEMENT1 year Filed as: HGK ASSET MANAGEMENT. INC. Service code 28 525 WASHINGTON BLVD · JERSEY CITY, NJ 07310 | Investment Management | $44,722 |
Service code 28 1227 25TH STREET, NW · WASHINGTON, DC 20037 | Investment Management | $36,882 |
FIFTH THIRD BANK RETIREMENT SERVICE10+ years Filed as: FIFTH THIRD Service code 19 5050 KINGSLEY DRIVE · CINCINNATI, OH 45263 | Securities Custodian | $31,145 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $181,048-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 22.4%-22.4pp | 0.0%0pp |
| Annual return | 11.81% | 9.24%+2.6pp | 9.65%+2.2pp | 10.71%+1.1pp |
| Employer contribution / active EE | $11,536 | $14,215-18.8% | $26,259-56.1% | $14,986-23.0% |
| Participant deferral / active EE | $0 | $1,686-100.0% | $145-100.0% | $1,686-100.0% |
| Admin fee / account holder | $0 | $0 | $749-100.0% | - |