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 |
|---|---|---|
BENESYS, INC.7+ years Filed as: BENESYS Service code 13 · EIN 34-1487882 3660 STUTZ DRIVE STE 101 · CANFIELD, OH 44401 | Contract Administrator | $49,800 |
AMERICAN REALTY ADVISORS7+ years Service code 19 · EIN 33-0123114 801 NORTH BRAND BOULEVARD · GLENDALE, CA 91203 | Securities Custodian | $30,997 |
ANCORA ADVISORS2 years Filed as: ANCORA Service code 28 6060 PARKLAND BLVD 200 · CLEVELAND, OH 44124 | Investment Management | $30,711 |
Filed as: AND CO INC. Service code 27 · EIN 59-3676225 6133 ROCKSIDE RD, STE 303 · CLEVELAND, OH 44131 | Advisory (Plan) | $29,625 |
CUNI, RUST & STRENK7+ years Filed as: CUNI, RUST & STRENK ACTUARIAL Service code 11 · EIN 31-1227755 4555 LAKE FOREST DR, 620 · CINCINNATI, OH 45242 | Actuarial | $23,375 |
PNC BANK, N.A.7+ years Filed as: PNC INSTITUTIONAL INVESTMENTS Service code 19 · EIN 25-1211909 1900 E 9TH STREET · CLEVELAND, OH 44114 | Securities Custodian | $15,771 |
Service code 50 · EIN 34-1033692 3660 STUTZ DRIVE STE 101 · CANFIELD, OH 44406 | Direct Payment | $11,708 |
Service code 29 · EIN 34-1718740 20445 EMERALD PKWY 210 · CLEVELAND, OH 441350629 | Legal | $8,653 |
5TH STREET ADVISORS, LLC3 years Filed as: 5TH 3RD BANK Service code 19 · EIN 31-0281170 38 FOUNTAIN SQUARE PLAZA · CINCINNATI, OH 45263 | Securities Custodian | $8,623 |
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.
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 | $42,491-100.0% | $164,721-100.0% | $46,984-100.0% |
| Participation rate | 0.0% | 13.2%-13.2pp | 21.0%-21.0pp | 5.6%-5.6pp |
| Annual return | -3.25% | -6.78%+3.5pp | -5.84%+2.6pp | 39.77%-43.0pp |
| Employer contribution / active EE | $8,729 | $13,335-34.5% | $31,839-72.6% | $19,959-56.3% |
| Participant deferral / active EE | $0 | $1,175-100.0% | $2-100.0% | $614-100.0% |
| Admin fee / account holder | $0 | $62-100.0% | $1,000-100.0% | $62-100.0% |