Filed April 30, 2024 (most recent of 12 filings on file)
Total covered: 3 employees
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 |
|---|---|---|
Service code 10 · EIN 34-1523030 3421 RIDGEWOOD ROAD, SUITE 300 · AKRON, OH 44333 | Accounting | $0 |
CHARLES SCHWAB & CO., INC.8+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $0 |
DEFINITI LLC2 years Filed as: DEFINITI, LLC Service code 13 | Contract Administrator | $0 |
NOBLE-DAVIS CONSULTING, INC.8+ years Service code 13 · EIN 34-1723189 6190 COCHRAN ROAD, SUITE D · SOLON, OH 44139 | Contract Administrator | $0 |
RAYMOND JAMES FINANCIAL SERVICES8+ years Filed as: RAYMOND JAMES FINANCIAL SERV ADV Service code 26 · EIN 59-2937883 10883 PEARL ROAD, SUITE 302 · STRONGSVILLE, OH 44136 | Advisory (Participants) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,136 | $40,385+133.1% | $80,569+16.8% | $74,419+26.5% |
| Participation rate | 94.0% | 47.4%+46.6pp | 67.0%+27.0pp | 70.7%+23.3pp |
| Annual return | 7.82% | 164.85%-157.0pp | 935.43%-927.6pp | 34.38%-26.6pp |
| Employer contribution / active EE | $4,459 | $1,496+198.0% | $2,723+63.7% | $2,637+69.1% |
| Participant deferral / active EE | $7,927 | $2,674+196.4% | $4,447+78.2% | $4,528+75.1% |
| Admin fee / account holder | $283 | $720-60.7% | $5,377-94.7% | $348-18.8% |