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 |
|---|---|---|
NORTHWESTERN OHIO ADMINISTRATORS10+ years Service code 13 · EIN 34-1337680 | Contract Administrator | $91,604 |
ALLOTTA FARLEY CO LPA2 years Filed as: ALLOTTA AND FARLEY CO. LPA Service code 29 · EIN 34-1316963 | Legal | $32,903 |
Filed as: JOHN HANCOCK RETIREMENT PLAN Service code 63 SERVICES · WESTWOOD, MA 02090 | 12b-1 Fees | $28,086 |
Filed as: MERRILL LYNCH Service code 28 4800 DEER LAKE DRIVE EAST · JACKSONVILLE, FL 32246 | Investment Management | $28,000 |
Service code 10 · EIN 31-0800053 | Accounting | $12,500 |
HUNTINGTON INSURANCE3 years Service code 23 37 BROAD ST. · COLUMBUS, OH 43215 | Insurance services | $9,750 |
Participant contribution per participant 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 | $65,042 | $95,880-32.2% | $107,525-39.5% | $85,563-24.0% |
| Participation rate | 100.0% | 70.1%+29.9pp | 75.1%+24.9pp | 66.0%+34.0pp |
| Annual return | 11.02% | 68.06%-57.0pp | 181.32%-170.3pp | 31.51%-20.5pp |
| Employer contribution / active EE | $8,102 | $3,812+112.5% | $3,754+115.9% | $2,654+205.3% |
| Participant deferral / active EE | $411 | $4,201-90.2% | $5,116-92.0% | $4,375-90.6% |
| Admin fee / account holder | $154 | $1,025-85.0% | $8,919-98.3% | $834-81.6% |