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 |
|---|---|---|
AMALGAMATED2+ years Service code 19 · EIN 13-4920330 | Securities Custodian | $38,945 |
NORTHWESTERN OHIO ADMINISTRATORS2+ years Service code 10 · EIN 34-1337680 | Accounting | $35,327 |
THE SEGAL COMPANY1 year Filed as: SEGALMARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $34,667 |
Filed as: PRUDENTIAL INSURANCE CO OF AMERICA Service code 28 · EIN 22-1211670 | Investment Management | $19,522 |
MILLIMAN, INC.2+ years Filed as: MILLIMAN INC Service code 11 · EIN 91-0675641 | Actuarial | $17,983 |
SHUMAKER, LOOP & KENDRICK, LLP2+ years Filed as: SHUMAKER LOOP AND KENDRICK Service code 29 · EIN 34-4439491 | Legal | $14,859 |
Filed as: CLARK SCHAEFER HACKETT Service code 10 · EIN 34-1087273 | Accounting | $5,900 |
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 | $44,091-100.0% | $184,886-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 4.5%-4.5pp |
| Annual return | 11.79% | 11.09%+0.7pp | 8.32%+3.5pp | 13.95%-2.2pp |
| Employer contribution / active EE | $7,560 | $10,980-31.1% | $30,793-75.4% | $16,598-54.5% |
| Participant deferral / active EE | $0 | $4,074-100.0% | $90-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $612-100.0% | $2,802-100.0% | $612-100.0% |