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 |
|---|---|---|
DANISON & ASSOCIATES2+ years Service code 27 · EIN 31-1553547 2152 TREMONT CENTER · COLUMBUS, OH 43221 | Advisory (Plan) | $143,333 |
Service code 13 · EIN 31-1449092 939 GOODALE BLVD · COLUMBUS, OH 43212 | Contract Administrator | $101,640 |
CUNI, RUST & STRENK2+ years Service code 11 · EIN 31-1227755 455 LAKE FOREST SUITE 620 · CINCINNATI, OH 452423760 | Actuarial | $33,275 |
KISSEL & ASSOCIATES, INC.2+ years Service code 10 · EIN 34-1204227 1005 LEXINGTON AVENUE · MANSFIELD, OH 44907 | Accounting | $27,423 |
EAGLE CAPITAL MANAGEMENT, LLC2+ years Filed as: EAGLE ASSET MANAGEMENT Service code 28 · EIN 31-1124895 PO BOX 13518 · ST PETERSBURG, FL 33733 | Investment Management | $20,813 |
R.F. CHAPMAN2+ years Service code 10 · EIN 31-1492960 137 OAKWOOD AVENUE · PORTSMOUTH, OH 456620895 | Accounting | $19,589 |
ALLOTTA FARLEY CO LPA1 year Filed as: ALLOTTA FARLEY CO., LPA Service code 29 · EIN 34-1316963 2222 CENTENNIAL ROAD · TOLEDO, OH 43617 | Legal | $18,656 |
Service code 19 · EIN 26-2237421 900 SEVENTH STREET · WASHINGTON, DC 20001 | Securities Custodian | $11,542 |
ASB CAPITAL MANAGEMENT1 year Service code 28 · EIN 80-0618452 7501 WISCONSIN AVE · BETHESDA, MD 20814 | Investment Management | $9,449 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $35,636-100.0% | $209,859-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 1.8%-1.8pp |
| Annual return | 8.08% | 3.49%+4.6pp | 4.16%+3.9pp | 7.18%+0.9pp |
| Employer contribution / active EE | $8,298 | $11,083-25.1% | $29,966-72.3% | $13,095-36.6% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $13,952-100.0% | $362-100.0% |