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 27 · EIN 34-1660652 108 W WESTERN RESERVE RD. · YOUNGSTOWN, OH 44514 | Advisory (Plan) | $40,399 |
Service code 64 · EIN 84-0467907 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $23,780 |
BEARD PENSION SERVICES, INC.3 years Service code 13 · EIN 34-1760227 108 W WESTERN RESERVE RD · YOUNGSTOWN, OH 44514 | Contract Administrator | $5,300 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,205 |
COHEN & COMPANY1 year Service code 10 · EIN 34-1912961 3500 EMBASSY PKWY · AKRON, OH 44333 | Accounting | $175 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,951 | $73,404-4.7% | $87,100-19.7% | $67,579+3.5% |
| Participation rate | 96.8% | 80.9%+15.9pp | 76.9%+19.9pp | 71.3%+25.5pp |
| Annual return | 22.28% | 48.29%-26.0pp | 28.19%-5.9pp | 378.56%-356.3pp |
| Employer contribution / active EE | $2,753 | $2,014+36.7% | $2,521+9.2% | $2,148+28.2% |
| Participant deferral / active EE | $4,602 | $3,913+17.6% | $4,049+13.7% | $3,539+30.0% |
| Admin fee / account holder | $210 | $142+48.0% | $7,497-97.2% | $142+47.3% |