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 |
|---|---|---|
PATRICIA DEPASCALE7+ years Filed as: PATRICIA RAFFETY Service code 13 694 BEV RD SUITE A · BOARDMAN, OH 44512 | Contract Administrator | $66,964 |
Filed as: JOHN HANCOCK RETIREMENT SERVICES Service code 15 690 CANTON ST · WESTWOOD, MA 02090 | Recordkeeping | $43,248 |
CUNI, RUST & STRENK7+ years Service code 11 4555 LAKE FOREST DR 620 · CINCINNATI, OH 45242 | Actuarial | $34,050 |
Filed as: PYRAMIS GLOBAL ADVISORS Service code 28 · EIN 20-4659714 900 SALEM STREET, OT3NI · SMITHFIELD, RI 02917 | Investment Management | $30,485 |
AMERICAN REALTY ADVISORS7+ years Service code 28 801 N BRAND BLVD 800 · GLENDALE, CA 91203 | Investment Management | $29,677 |
ASB CAPITAL MANAGEMENT7+ years Filed as: ASB REAL ESTATE INVESTMENTS Service code 28 7501 WISCONSIN AVR 1300W · BETHESDA, MD 20814 | Investment Management | $29,631 |
BENESYS, INC.6 years Filed as: INNOVATIVE SOFTWARE SOLUTIONS Service code 99 3000 SOUTH LENOLA RD · MAPLE SHADE, NJ 08052 | Other Fees | $27,861 |
YURCHYK & DAVIS CPA'S, INC.7+ years Service code 10 · EIN 34-1638235 | Accounting | $27,036 |
ANDCO CONSULTING5 years Service code 27 4901 VINELAND RD · ORLANDO, FL 32811 | Advisory (Plan) | $23,500 |
NORTHERN TRUST COMPANY7+ years Filed as: NORTHERN TRUST Service code 28 · EIN 36-2723087 50 SOUTH LASALLE STREET · CHICAGO, IL 60603 | Investment Management | $21,042 |
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 | $533,469-100.0% | $201,582-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.6%-23.6pp | 0.7%-0.7pp |
| Annual return | 14.29% | 24.46%-10.2pp | 11.08%+3.2pp | 13.24%+1.1pp |
| Employer contribution / active EE | $14,895 | $11,981+24.3% | $28,409-47.6% | $14,616+1.9% |
| Participant deferral / active EE | $0 | $0 | $86-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $5,364-100.0% | $6,559-100.0% | $4,137-100.0% |