See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
PACKER THOMAS4 years Service code 10 · EIN 34-1667340 6601 WESTFORD PLACE, SUITE 101 · CANFIELD, OH 44406 | Accounting | $33,416 |
MACALA & PIATT, LLC6+ years Service code 29 · EIN 34-1933033 601 SOUTH MAIN STREET · NORTH CANTON, OH 44720 | Legal | $31,900 |
CENTRAL DATA SERVICES6+ years Filed as: CENTRAL DATA SERVICES, INC. Service code 13 · EIN 25-1352803 60 BLVD OF THE ALLIES · PITTSBURGH, PA 152221219 | Contract Administrator | $27,000 |
THE BOGDAHN GROUP6+ years Service code 27 · EIN 59-3676225 5000 ROCKSIDE ROAD, SUITE 320 · INDEPENDENCE, OH 44131 | Advisory (Plan) | $22,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $70,725 | $91,517-22.7% | $101,248-30.1% | $73,409-3.7% |
| Participation rate | 100.0% | 73.8%+26.2pp | 75.8%+24.2pp | 72.2%+27.8pp |
| Annual return | 13.28% | 17.17%-3.9pp | 46.47%-33.2pp | 59.29%-46.0pp |
| Employer contribution / active EE | $7,644 | $2,877+165.7% | $3,660+108.9% | $2,234+242.2% |
| Participant deferral / active EE | $0 | $3,338-100.0% | $4,370-100.0% | $3,805-100.0% |
| Admin fee / account holder | $1,596 | $216+639.3% | $5,945-73.2% | $158+910.8% |