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 |
|---|---|---|
PATRICIA DEPASCALE6+ years Filed as: PATRICIA RAFFETY Service code 13 694 BEV RD SUITE A · BOARDMAN, OH 44512 | Contract Administrator | $62,292 |
Filed as: JOHN HANCOCK RETIREMENT SERVICES Service code 15 690 CANTON ST · WESTWOOD, MA 02090 | Recordkeeping | $40,897 |
CUNI, RUST & STRENK6+ years Service code 11 4555 LAKE FOREST DR 620 · CINCINNATI, OH 45242 | Actuarial | $36,350 |
Filed as: PYRAMIS GLOBAL ADVISORS Service code 28 · EIN 20-4659714 900 SALEM STREET, OT3NI · SMITHFIELD, RI 02917 | Investment Management | $27,546 |
ASB CAPITAL MANAGEMENT6+ years Filed as: ASB REAL ESTATE INVESTMENTS Service code 28 7501 WISCONSIN AVR 1300W · BETHESDA, MD 20814 | Investment Management | $27,170 |
AMERICAN REALTY ADVISORS6+ years Service code 28 801 N BRAND BLVD 800 · GLENDALE, CA 91203 | Investment Management | $27,015 |
ANDCO CONSULTING4 years Service code 27 4901 VINELAND RD · ORLANDO, FL 32811 | Advisory (Plan) | $23,500 |
PBGC PREMIUM5 years Service code 99 1200 K STREET NW · WASHINGTON, DC 20005 | Other Fees | $18,420 |
NORTHERN TRUST COMPANY6+ years Filed as: NORTHERN TRUST Service code 28 · EIN 36-2723087 50 SOUTH LASALLE STREET · CHICAGO, IL 60603 | Investment Management | $15,034 |
BENESYS, INC.5 years Filed as: INNOVATIVE SOFTWARE SOLUTIONS Service code 99 3000 SOUTH LENOLA RD · MAPLE SHADE, NJ 08052 | Other Fees | $14,768 |
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.
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 | 14.40% | 6.41%+8.0pp | 8.01%+6.4pp | 11.45%+2.9pp |
| Employer contribution / active EE | $13,105 | $11,592+13.0% | $29,475-55.5% | $17,219-23.9% |
| 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% |