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 |
|---|---|---|
BENESYS, INC.1 year Filed as: BENESYS Service code 14 · EIN 38-2383171 700 TOWER DRIVE SUITE 200 · TROY, MI 48098 | Plan Administrator | $56,378 |
CUNI, RUST & STRENK1 year Filed as: CUNI RUST & STRENK Service code 11 · EIN 31-1227755 4555 LAKE FOREST DRIVE · CINCINNATI, OH 45242 | Actuarial | $38,617 |
ASCENSUS LLC3 years Filed as: LEDBETTER PARTNERS Service code 29 · EIN 03-0599899 5078 WOOSTER ROAD STE 400 · CINCINNATI, OH 45226 | Legal | $38,555 |
STANDARD VALUATIONS1 year Filed as: STANDARDS VALUATIONS INC. Service code 27 · EIN 41-1327339 790 CLEVELAND AVE S · ST PAUL, MN 55116 | Advisory (Plan) | $31,000 |
AMERICAN REALTY ADVISORS1 year Filed as: AMERICAN GRAPHICS PRINTING CO. Service code 36 · EIN 38-2090931 34895 GROESBECK HWY · CLINTON TOWNSHIP, MI 48035 | Copying and duplicating; Direct payme... | $18,842 |
Filed as: ARTHER J GALLAGHER RISK MGT SERVICE Service code 22 · EIN 36-2102482 201 EAST 4TH STREET · CINCINNATI, OH 45202 | Insurance Broker | $17,042 |
PNC BANK, N.A.2 years Filed as: PNC BANK NATIONAL ASSOCIATION Service code 50 · EIN 22-1146430 1900 E 9TH STREET · CLEVELAND, OH 44114 | Direct Payment | $15,982 |
DGPERRY, PLLC1 year Service code 10 · EIN 83-3033790 3711 STARRS CENTRE DRIVE · CANFIELD, OH 44406 | Accounting | $14,605 |
ASB CAPITAL MANAGEMENT10+ years Service code 19 · EIN 80-0618452 7501 WISCONSIN AVE · BETHESDA, MD 20814 | Securities Custodian | $10,936 |
PNC BANK, N.A.2 years Filed as: PNC FINANCIAL SERVICES GROUP, INC. Service code 19 · EIN 25-1435929 1900 E 9TH STREET · CLEVELAND, OH 44114 | Securities Custodian | $10,000 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $36,224-100.0% | $178,317-100.0% | $36,224-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 20.5%-20.5pp | 2.1%-2.1pp |
| Annual return | 13.71% | 13.02%+0.7pp | 9.57%+4.1pp | 9.16%+4.5pp |
| Employer contribution / active EE | $8,326 | $13,807-39.7% | $26,706-68.8% | $19,955-58.3% |
| Participant deferral / active EE | $0 | $0 | $213-100.0% | $1,073-100.0% |
| Admin fee / account holder | $0 | $200-100.0% | $1,620-100.0% | $200-100.0% |