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.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: NORTHWESTERN OHIO ADMINISTRATORS IN Service code 10 · EIN 34-1337680 | Accounting | $73,973 |
CUNI, RUST & STRENK4+ years Filed as: CUNI, RUST & STRENK, INC. Service code 11 · EIN 31-1227755 | Actuarial | $44,650 |
MORGAN STANLEY SMITH BARNEY4+ years Filed as: MORGAN STANLEY-SMITH BARNEY Service code 28 · EIN 11-2418191 | Investment Management | $40,000 |
CLARK, SCHAEFER, HACKETT & CO.4+ years Service code 10 · EIN 31-0800053 | Accounting | $26,100 |
ALLOTTA FARLEY CO LPA1 year Filed as: ALLOTTA FARLEY CO., LPA Service code 29 · EIN 34-1316963 | Legal | $24,328 |
HUNTINGTON INSURANCE4+ years Filed as: HUNTINGTON INSURANCE, INC. Service code 22 · EIN 34-1715613 | Insurance Broker | $23,493 |
KEY BANK NATIONAL ASSOCIATION4+ years Filed as: KEY BANK Service code 25 · EIN 31-0466650 | Directed Trustee | $19,018 |
CAMBIAR INVESTORS LLC1 year Service code 28 · EIN 84-1596610 | Investment Management | $16,507 |
SAGE ADVISORY SERVICES4+ years Service code 28 · EIN 74-2798841 | Investment Management | $10,965 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $49,655-100.0% | $505,629-100.0% | $49,655-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 39.0%-39.0pp | 17.1%-17.1pp |
| Annual return | 8.08% | 9.71%-1.6pp | 8.40%-0.3pp | 9.82%-1.7pp |
| Employer contribution / active EE | $1,320 | $16,356-91.9% | $39,312-96.6% | $13,587-90.3% |
| Participant deferral / active EE | $0 | $0 | $131-100.0% | $81-100.0% |
| Admin fee / account holder | $0 | $2,893-100.0% | $38,466-100.0% | $2,893-100.0% |