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 |
|---|---|---|
FRONTIER CAPITAL MANAGEMENT5+ years Service code 51 · EIN 04-3492668 | Investment Mgmt Fees | $104,791 |
NORTHWESTERN OHIO ADMINISTRATORS5+ years Service code 10 · EIN 34-1337680 | Accounting | $101,360 |
STATE STREET GLOBAL ADVISORS5+ years Service code 18 · EIN 81-4017137 | Custodial (other than securities); In... | $76,105 |
KEYBANK NATIONAL ASSOCIATION4 years Service code 10 · EIN 34-0797057 | Accounting | $64,664 |
MEKETA INVESTMENT GROUP5+ years Service code 27 · EIN 04-2659023 | Advisory (Plan) | $54,575 |
SHUMAKER, LOOP & KENDRICK, LLP5+ years Filed as: SHUMAKER LOOP KENDRICK Service code 29 · EIN 34-4439491 | Legal | $37,346 |
Filed as: OHIO VALLEY CARPENTERS FBF Service code 99 · EIN 20-3330679 | Other Fees | $15,782 |
Filed as: CLARK, SCHAEFER, HACKETT & CO Service code 29 · EIN 31-0800053 | Legal | $6,500 |
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 | $54,177 | $81,719-33.7% | $101,248-46.5% | $90,288-40.0% |
| Participation rate | 100.0% | 80.7%+19.3pp | 75.8%+24.2pp | 73.4%+26.6pp |
| Annual return | 2.20% | 337.64%-335.4pp | 46.47%-44.3pp | 53.97%-51.8pp |
| Employer contribution / active EE | $7,821 | $3,622+115.9% | $3,660+113.7% | $2,524+209.9% |
| Participant deferral / active EE | $0 | $3,310-100.0% | $4,370-100.0% | $4,232-100.0% |
| Admin fee / account holder | $94 | $162-41.7% | $5,945-98.4% | $114-17.2% |