See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.8 years Service code 13 · EIN 38-2383171 3660 STUTZ DRIVE, STE 101 · CANFIELD, OH 44406 | Contract Administrator | $40,301 |
ANDCO CONSULTING6 years Service code 17 531 W MORSE BLVD STE 200 · WINTER PARK, FL 32789 | Pension Consulting | $37,000 |
AMERICAN REALTY ADVISORS5 years Service code 28 · EIN 33-0123114 515 S FLOWER ST · LOS ANGELES, CA 90071 | Investment Management | $31,485 |
PBGC PREMIUM9+ years Service code 73 445 12TH STREET SW · WASHINGTON, DC 20024 | Other insurance fees and expenses | $21,490 |
THE HORTON GROUP1 year Service code 11 10320 ORLAND PARKWAY · ORLAND PARK, IL 60467 | Actuarial | $21,437 |
Filed as: NATIONAL REAL ESTATE ADVISORS Service code 28 900 7TH STREET, NW · WASHINGTON, DC 20001 | Investment Management | $19,738 |
HORIZON ACTUARIAL SERVICES, LLC9+ years Filed as: HORIZON ACTUARIAL Service code 11 · EIN 26-1370698 PO BOX 117167 · ATLANTA, GA 30368 | Actuarial | $15,688 |
YURCHYK & DAVIS CPA'S, INC.9+ years Filed as: YURCHYK & DAVIS CPA'S, INC Service code 10 · EIN 34-1638235 3701 BOARDMAN CANFIELD RD · CANFIELD, OH 44406 | Accounting | $14,835 |
PNC BANK, N.A.9+ years Filed as: PNC BANK, NATIONAL ASSOCIATION Service code 19 PO BOX 91309 · CLEVELAND, OH 44101 | Securities Custodian | $7,658 |
Service code 29 20445 EMERALD PARKWAY · CLEVELAND, OH 44135 | Legal | $6,952 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
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 | $4,369,090-100.0% | $473,625-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 4.8%-4.8pp | 37.3%-37.3pp | 2.3%-2.3pp |
| Annual return | 11.63% | 7.15%+4.5pp | 20.18%-8.6pp | 37.74%-26.1pp |
| Employer contribution / active EE | $9,936 | $13,270-25.1% | $29,108-65.9% | $15,781-37.0% |
| Participant deferral / active EE | $0 | $732-100.0% | $6-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $12,034-100.0% | $2,262-100.0% | $9,287-100.0% |