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 |
|---|---|---|
SHUMAKER, LOOP & KENDRICK, LLP1+ years Filed as: SHUMAKER LOOP KENDRICK Service code 29 · EIN 34-4439491 | Legal | $41,558 |
NORTHWESTERN OHIO ADMINISTRATORS1+ years Service code 10 · EIN 34-1337680 | Accounting | $30,848 |
MANNING & NAPIER1+ years Service code 28 PO BOX 925 · FAIRPORT, NY 14450 | Investment Management | $28,200 |
TRUST COMPANY OF TOLEDO1+ years Filed as: THE TRUST COMPANY OF TOLEDO Service code 28 · EIN 34-1661757 | Investment Management | $23,708 |
THE BOGDAHN GROUP1+ years Filed as: THE BOGDAHN GROUP LLP Service code 27 · EIN 59-3676225 | Advisory (Plan) | $20,000 |
BENESYS, INC.1+ years Filed as: UNITED ACTUARIAL SERVICES Service code 11 · EIN 35-2156428 | Actuarial | $18,300 |
LUBLIN SUSSMAN GROUP LLP1+ years Filed as: LUBLIN SUSSMAN GROUP LLC Service code 10 · EIN 34-1087273 | Accounting | $5,700 |
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 | $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 | -1.63% | 2.79%-4.4pp | 4.16%-5.8pp | 11.88%-13.5pp |
| Employer contribution / active EE | $5,782 | $10,530-45.1% | $29,966-80.7% | $14,612-60.4% |
| Participant deferral / active EE | $0 | $5,826-100.0% | $145-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $13,952-100.0% | $637-100.0% |