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 |
|---|---|---|
MANNING & NAPIER4+ years Service code 27 · EIN 16-0995736 655 METRO PLACE SOUTH · DUBLIN, OH 43017 | Advisory (Plan) | $76,481 |
SEI INVESTMENTS4+ years Service code 27 · EIN 23-3060382 ONE FREEDOM VALLEY DRIVE · OAKS, PA 19456 | Advisory (Plan) | $26,682 |
R M KOMOROWSKI JR CPA INC4+ years Service code 13 · EIN 45-4003557 626 NORTH FOURTH STREET · STEUBENVILLE, OH 43952 | Contract Administrator | $16,200 |
Service code 10 · EIN 55-0526247 32 TWENTIETH STREET · WHEELING, WV 26003 | Accounting | $12,000 |
Filed as: FIFTH THIRD BANK Service code 19 · EIN 31-1337357 5050 KINGSLEY DRIVE · CINCINNATI, OH 45263 | Securities Custodian | $10,395 |
MACALA & PIATT, LLC4+ years Filed as: MACALA & PIATT LLC Service code 29 · EIN 34-1933033 601 SOUTH MAIN STREET · AKRON, OH 44720 | Legal | $5,907 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $37,575 | $66,601-43.6% | $92,893-59.5% | $67,579-44.4% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 71.3%+28.7pp |
| Annual return | 3.40% | 92.58%-89.2pp | 109.41%-106.0pp | 378.56%-375.2pp |
| Employer contribution / active EE | $2,125 | $2,775-23.4% | $3,653-41.8% | $2,148-1.1% |
| Participant deferral / active EE | $0 | $3,157-100.0% | $4,236-100.0% | $3,539-100.0% |
| Admin fee / account holder | $257 | $199+29.1% | $5,794-95.6% | $142+80.4% |