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 |
|---|---|---|
FRONTIER CAPITAL MANAGEMENT4+ years Service code 51 · EIN 04-3492668 | Investment Mgmt Fees | $113,395 |
STATE STREET GLOBAL ADVISORS4+ years Service code 18 · EIN 04-1867445 | Custodial (other than securities); Cu... | $112,215 |
NORTHWESTERN OHIO ADMINISTRATORS4+ years Service code 10 · EIN 34-1337680 | Accounting | $94,446 |
KEYBANK NATIONAL ASSOCIATION3 years Service code 10 · EIN 34-0797057 | Accounting | $75,714 |
MEKETA INVESTMENT GROUP4+ years Service code 27 · EIN 04-2659023 | Advisory (Plan) | $54,768 |
SHUMAKER, LOOP & KENDRICK, LLP4+ years Filed as: SHUMAKER LOOP KENDRICK Service code 29 · EIN 34-4439491 | Legal | $43,633 |
Filed as: OHIO VALLEY CARPENTERS FBF Service code 99 · EIN 20-3330679 | Other Fees | $28,016 |
Filed as: CLARK, SCHAEFER, HACKETT & CO Service code 29 · EIN 31-0800053 | Legal | $6,300 |
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 | $55,424 | $66,051-16.1% | $92,893-40.3% | $77,787-28.7% |
| Participation rate | 100.0% | 81.0%+19.0pp | 76.0%+24.0pp | 73.2%+26.8pp |
| Annual return | 5.78% | 20.69%-14.9pp | 109.41%-103.6pp | 32.57%-26.8pp |
| Employer contribution / active EE | $6,883 | $3,426+100.9% | $3,653+88.4% | $2,504+174.8% |
| Participant deferral / active EE | $0 | $3,013-100.0% | $4,236-100.0% | $3,967-100.0% |
| Admin fee / account holder | $118 | $148-19.9% | $5,794-98.0% | $100+18.4% |