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) | $60,463 |
ALLIANCE BENEFIT GROUP5+ years Filed as: ALLIANCE BENEFIT GROUP OF ILLINOIS Service code 15 · EIN 37-0899315 | Recordkeeping | $23,507 |
LT TRUST COMPANY5+ 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 | $115,589 | $69,362+66.6% | $101,248+14.2% | $73,488+57.3% |
| Participation rate | 95.9% | 68.4%+27.6pp | 75.8%+20.1pp | 70.7%+25.3pp |
| Annual return | -6.13% | 18.46%-24.6pp | 46.47%-52.6pp | 28.51%-34.6pp |
| Employer contribution / active EE | $6,960 | $2,628+164.8% | $3,660+90.2% | $2,270+206.6% |
| Participant deferral / active EE | $1,567 | $3,300-52.5% | $4,370-64.1% | $3,740-58.1% |
| Admin fee / account holder | $388 | $704-44.9% | $5,945-93.5% | $513-24.4% |