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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.
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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 |
|---|---|---|
AMERICAN REALTY ADVISORS3 years Filed as: AMERICAN BENEFIT CORPORATION Service code 13 · EIN 31-1219231 205 WEST FOURTH STREET · CINCINNATI, OH 45202 | Contract Administrator | $30,000 |
FIFTH THIRD BANK RETIREMENT SERVICE10+ years Filed as: FIFTH THIRD BANK Service code 18 · EIN 31-1051736 5050 KINGLEY DR. · CINCINNATI, OH 45263 | Custodial (other than securities) | $13,316 |
THE SEGAL COMPANY7 years Filed as: SEGAL CONSULTING Service code 11 101 NORTH WACKER DRIVE · CHICAGO, IL 60606 | Actuarial | $13,091 |
FRANK N HESTAND CPA PSC7 years Filed as: FRANK N HESTAND CPS PSC Service code 10 · EIN 61-1336870 261 REGENCY CIRCLE · LEXINGTON, KY 40503 | Accounting | $6,000 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $136,833-100.0% | $105,290-100.0% | $417,905-100.0% |
| Participation rate | 0.0% | 11.1%-11.1pp | 12.3%-12.3pp | 39.2%-39.2pp |
| Annual return | 164.77% | 66.62%+98.2pp | 52.39%+112.4pp | 13.91%+150.9pp |
| Employer contribution / active EE | $0 | $26,943-100.0% | $23,486-100.0% | $35,282-100.0% |
| Participant deferral / active EE | $0 | $266-100.0% | $224-100.0% | $94-100.0% |
| Admin fee / account holder | $0 | $5,412-100.0% | $4,431-100.0% | $41,846-100.0% |