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 |
|---|---|---|
CUNI, RUST & STRENK4+ years Filed as: CUNI, RUST & STRENK ACTUARIAL Service code 11 · EIN 31-1227755 4555 LAKE FOREST DR, 620 · CINCINNATI, OH 45242 | Actuarial | $30,375 |
AMERICAN REALTY ADVISORS4+ years Service code 19 801 NORTH BRAND BOULEVARD · GLENDALE, CA 91203 | Securities Custodian | $29,799 |
BENESYS, INC.4+ years Filed as: BENESYS Service code 13 · EIN 34-1487882 33 FITCH BLVD · AUSTINTOWN, OH 44515 | Contract Administrator | $20,700 |
Filed as: AND CO INC. Service code 28 · EIN 59-3676225 6133 ROCKSIDE RD, STE 303 · CLEVELAND, OH 44131 | Investment Management | $18,667 |
GREEN HAINES SGAMBATI CO, LPA4+ years Filed as: GREEN, HAINES, SGAMBATI, CO LPA Service code 29 · EIN 34-1224415 100 FEDERAL PLAZA E 800 · YOUNGSTOWN, OH 44503 | Legal | $12,159 |
PNC BANK, N.A.4+ years Filed as: PNC INSTITUTIONAL INVESTMENTS Service code 19 1900 E 9TH STREET · CLEVELAND, OH 44114 | Securities Custodian | $8,384 |
BODINE PERRY4+ years Service code 10 · EIN 41-2028444 3711 STARRS CENTRE DRIVE · CANFIELD, OH 44406 | Accounting | $6,600 |
Service code 64 · EIN 34-1033692 33 FITCH BLVD · AUSTINTOWN, OH 44515 | Recordkeeping Fees | $6,592 |
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.
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $101,941-100.0% | $568,132-100.0% | $46,244-100.0% |
| Participation rate | 0.0% | 3.2%-3.2pp | 21.0%-21.0pp | 2.8%-2.8pp |
| Annual return | 6.90% | 18.13%-11.2pp | 14.64%-7.7pp | 16.32%-9.4pp |
| Employer contribution / active EE | $6,012 | $23,138-74.0% | $41,831-85.6% | $17,007-64.7% |
| Participant deferral / active EE | $0 | $160-100.0% | $200-100.0% | $406-100.0% |
| Admin fee / account holder | $0 | $281-100.0% | $36,942-100.0% | $127-100.0% |