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 |
|---|---|---|
SEI INVESTMENTS1+ years Service code 27 · EIN 23-3060382 ONE FREEDOM VALLEY DRIVE · OAKS, PA 19456 | Advisory (Plan) | $140,727 |
R M KOMOROWSKI JR CPA INC1+ years Service code 13 · EIN 45-4003557 626 NORTH FOURTH STREET · STEUBENVILLE, OH 43952 | Contract Administrator | $56,400 |
COWDEN ASSOCIATES, INC.1+ years Filed as: COWDEN ASSOCIATES INC Service code 11 · EIN 25-1750131 FOUR GATEWAY CENTER · PITTSBURGH, PA 15222 | Actuarial | $20,380 |
WILSON-MCSHANE CORPORATION1+ years Filed as: WILSON KOZICKI & GWYNN LLC Service code 10 · EIN 55-0526247 32 TWENTIETH STREET · WHEELING, WV 26003 | Accounting | $16,900 |
Filed as: FIFTH THIRD BANK Service code 19 · EIN 31-1337357 5050 KINGSLEY DRIVE · CINCINNATI, OH 45263 | Securities Custodian | $14,337 |
MACALA & PIATT, LLC1+ years Filed as: MACALA & PIATT LLC Service code 29 · EIN 34-1933033 601 SOUTH MAIN STREET · NORTH CANTON, OH 44720 | Legal | $7,643 |
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 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 | $0 | $49,677-100.0% | $209,859-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 3.6%-3.6pp |
| Annual return | -3.04% | 2.79%-5.8pp | 4.16%-7.2pp | 11.88%-14.9pp |
| Employer contribution / active EE | $0 | $10,530-100.0% | $29,966-100.0% | $14,612-100.0% |
| Participant deferral / active EE | $11,653 | $5,826+100.0% | $145+7920.3% | $518+2147.9% |
| Admin fee / account holder | $0 | $637-100.0% | $13,952-100.0% | $637-100.0% |