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.9 years Service code 13 3660 STUTZ DRIVE, STE 101 · CANFIELD, OH 44406 | Contract Administrator | $42,203 |
MARINER LLC1 year Filed as: MARINER INSTITUTIONAL, LLC Service code 16 531 W MORSE BLVD STE 200 · WINTER PARK, FL 32789 | Consulting | $37,000 |
THE HORTON GROUP2 years Service code 11 10320 ORLANDO PKWY · ORLAND PARK, IL 60467 | Actuarial | $36,000 |
AMERICAN REALTY ADVISORS6 years Service code 28 515 S FLOWER ST · LOS ANGELES, CA 90071 | Investment Management | $28,626 |
YURCHYK & DAVIS CPA'S, INC.10+ years Filed as: YURCHYK & DAVIS CPA'S, INC Service code 10 3701 BOARDMAN CANFIELD RD · CANFIELD, OH 44406 | Accounting | $28,080 |
PBGC PREMIUM10+ years Service code 73 445 12TH STREET SW · WASHINGTON, DC 20024 | Other insurance fees and expenses | $22,903 |
NATIONAL REAL ESTATE ADVISORS, LLC10+ years Filed as: NATIONAL REAL ESTATE ADVISORS Service code 28 900 7TH STREET, NW · WASHINGTON, DC 20001 | Investment Management | $17,428 |
Service code 29 20445 EMERALD PARKWAY · CLEVELAND, OH 44135 | Legal | $10,367 |
PNC BANK, N.A.10+ years Filed as: PNC BANK, NATIONAL ASSOCIATION Service code 15 300 FIFTH AVENUE · PITTSBURGH, PA 15222 | Recordkeeping | $9,191 |
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 | $0 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 11.47% | 11.08%+0.4pp | 8.09%+3.4pp | 8.76%+2.7pp |
| Employer contribution / active EE | $10,467 | $13,876-24.6% | $28,732-63.6% | $16,627-37.0% |
| Participant deferral / active EE | $0 | $7,576-100.0% | $7-100.0% | $888-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |