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 |
|---|---|---|
Filed as: NORTHWESTERN OHIO ADMIISTRATORS Service code 10 · EIN 34-1337680 | Accounting | $44,481 |
TRUST COMPANY OF TOLEDO1 year Service code 28 · EIN 34-1661757 | Investment Management | $26,040 |
BENESYS, INC.5+ years Filed as: UNITED ACTUARIAL SERVICES Service code 11 · EIN 35-2156428 | Actuarial | $25,331 |
ANDCO CONSULTING4 years Service code 27 · EIN 59-3676225 | Advisory (Plan) | $22,000 |
Filed as: CLARK SCHAEFER HACKETT Service code 19 · EIN 31-0800053 | Securities Custodian | $15,500 |
SHUMAKER, LOOP & KENDRICK, LLP5+ years Filed as: SHUMAKER LOOP KENDRICK Service code 29 · EIN 34-4439491 | Legal | $11,471 |
HUNTINGTON INSURANCE2 years Service code 28 37 WEST BROAD ST · COLUMBUS, OH 43215 | Investment Management | $8,114 |
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.
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 | $1,055,769-100.0% | $165,322-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 32.5%-32.5pp | 0.6%-0.6pp |
| Annual return | -1.44% | 6.41%-7.8pp | 8.01%-9.4pp | 11.45%-12.9pp |
| Employer contribution / active EE | $5,604 | $11,592-51.7% | $29,475-81.0% | $17,219-67.5% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $13,084-100.0% | $637-100.0% | $15,480-100.0% |