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) | $63,326 |
ALLIANCE BENEFIT GROUP4+ years Filed as: ALLIANCE BENEFIT GROUP OF ILLINOIS Service code 15 · EIN 37-0899315 | Recordkeeping | $25,607 |
LT TRUST COMPANY4+ 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 | $127,077 | $63,114+101.3% | $92,893+36.8% | $65,185+94.9% |
| Participation rate | 98.3% | 68.8%+29.5pp | 76.0%+22.3pp | 70.2%+28.1pp |
| Annual return | 2.51% | 28.75%-26.2pp | 109.41%-106.9pp | 29.38%-26.9pp |
| Employer contribution / active EE | $7,225 | $2,571+181.1% | $3,653+97.8% | $2,177+231.9% |
| Participant deferral / active EE | $1,481 | $3,108-52.4% | $4,236-65.0% | $3,514-57.9% |
| Admin fee / account holder | $402 | $624-35.5% | $5,794-93.1% | $847-52.5% |