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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 |
|---|---|---|
BAKER NEWMAN NOYES1 year Filed as: BAKER NEWMAN & NOYES LLC Service code 10 · EIN 01-0494526 | Accounting | $15,000 |
Filed as: WILSHIRE ASSOCIATES INC USA Service code 26 · EIN 95-2755361 | Advisory (Participants) | $1,112 |
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Service code 15 · EIN 01-0233346 | Recordkeeping | $918 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,081 | $58,208-22.6% | $81,812-44.9% | $80,856-44.2% |
| Participation rate | 71.4% | 63.4%+8.0pp | 72.3%-0.9pp | 67.6%+3.8pp |
| Annual return | 12.50% | 41.66%-29.2pp | 773.79%-761.3pp | 35.59%-23.1pp |
| Employer contribution / active EE | $94 | $2,340-96.0% | $2,912-96.8% | $2,755-96.6% |
| Participant deferral / active EE | $2,190 | $3,281-33.2% | $4,319-49.3% | $4,296-49.0% |
| Admin fee / account holder | $216 | $4,981-95.7% | $7,386-97.1% | $6,918-96.9% |