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 THOMAS6 years Service code 10 · EIN 34-1667340 6601 WESTFORD PLACE, SUITE 101 · CANFIELD, OH 44406 | Accounting | $30,400 |
CENTRAL DATA SERVICES8+ years Filed as: CENTRAL DATA SERVICES, INC. Service code 13 · EIN 25-1352803 60 BLVD OF THE ALLIES · PITTSBURGH, PA 152221219 | Contract Administrator | $28,500 |
THE BOGDAHN GROUP8+ years Service code 27 · EIN 59-3676225 5000 ROCKSIDE ROAD, SUITE 320 · INDEPENDENCE, OH 44131 | Advisory (Plan) | $19,500 |
MACALA & PIATT, LLC8+ years Service code 29 · EIN 34-1933033 601 SOUTH MAIN STREET · NORTH CANTON, OH 44720 | Legal | $17,497 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,126 | $106,236-37.8% | $112,228-41.1% | $64,808+2.0% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.1%+24.9pp | 71.5%+28.5pp |
| Annual return | -14.15% | -6.02%-8.1pp | 27.45%-41.6pp | 32.82%-47.0pp |
| Employer contribution / active EE | $10,228 | $3,166+223.0% | $3,635+181.4% | $2,506+308.2% |
| Participant deferral / active EE | $0 | $3,785-100.0% | $4,728-100.0% | $4,310-100.0% |
| Admin fee / account holder | $321 | $452-28.9% | $6,410-95.0% | $188+71.1% |