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 |
|---|---|---|
Filed as: CLEVELAND HAUSWIRTH Service code 27 · EIN 41-2142497 | Advisory (Plan) | $55,794 |
ALLIANCE BENEFIT GROUP2+ years Filed as: ALLIANCE BENEFIT GROUP OF ILLINOIS Service code 15 · EIN 37-0899315 | Recordkeeping | $23,429 |
LT TRUST COMPANY2+ years Filed as: MG TRUST COMPANY Service code 18 · EIN 20-1591048 | Custodial (other than securities) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,658 | $58,726+110.6% | $92,233+34.1% | $62,292+98.5% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 9.68% | 43.62%-33.9pp | 176.28%-166.6pp | 28.90%-19.2pp |
| Employer contribution / active EE | $7,281 | $2,392+204.4% | $3,679+97.9% | $2,042+256.5% |
| Participant deferral / active EE | $1,397 | $2,766-49.5% | $3,897-64.2% | $3,169-55.9% |
| Admin fee / account holder | $381 | $556-31.6% | $5,194-92.7% | $479-20.5% |