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 |
|---|---|---|
CUNI, RUST & STRENK3+ years Service code 11 4555 LAKE FORREST DRIVE, SUITE 620 · CINCINNATI, OH 452423760 | Actuarial | $74,925 |
BENEFITS MANAGEMENT GROUP, INC.3+ years Service code 13 1520 KENSINGTON RD., SUITE 200 · OAK BROOK, IL 60523 | Contract Administrator | $56,322 |
CAP FINANCIAL PARTNERS, LLC3+ years Filed as: CAP TRUST Service code 27 525 W. MONROE #560 · CHICAGO, IL 60661 | Advisory (Plan) | $50,000 |
MACALA & PIATT, LLC3+ years Filed as: MACALA & PIATT L.L.C. Service code 29 601 S. MAIN · NORTH CANTON, OH 44720 | Legal | $42,739 |
COMERICA BANK3+ years Service code 19 · EIN 38-0477375 | Securities Custodian | $25,003 |
BOYD WATTERSON ASSET MANAGEMENT3+ years Filed as: BOYD WATTERSON Service code 28 · EIN 45-2061717 | Investment Management | $17,687 |
Service code 10 · EIN 45-2061717 | Accounting | $17,500 |
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 | $90,272-100.0% | $184,886-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 1.9%-1.9pp |
| Annual return | 12.53% | 11.78%+0.7pp | 8.32%+4.2pp | 23.90%-11.4pp |
| Employer contribution / active EE | $19,360 | $11,309+71.2% | $30,793-37.1% | $16,539+17.1% |
| Participant deferral / active EE | $0 | $0 | $90-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $337-100.0% | $2,802-100.0% | $18,975-100.0% |