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 |
|---|---|---|
UNIVEST2 years Service code 28 · EIN 23-1886144 | Investment Management | $48,268 |
R. P. MILLS ASSOCIATES, INC.2 years Service code 64 · EIN 23-1706388 | Recordkeeping Fees | $37,200 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $7,388 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $408,015 | $58,879+593.0% | $178,490+128.6% | $73,488+455.2% |
| Participation rate | 88.1% | 66.2%+21.9pp | 81.9%+6.2pp | 70.7%+17.4pp |
| Annual return | 9.71% | 24.86%-15.2pp | 151.07%-141.4pp | 28.51%-18.8pp |
| Employer contribution / active EE | $36,483 | $2,236+1531.5% | $5,011+628.1% | $2,270+1507.1% |
| Participant deferral / active EE | $6,089 | $2,567+137.2% | $5,202+17.1% | $3,740+62.8% |
| Admin fee / account holder | $331 | $400-17.2% | $13,984-97.6% | $513-35.4% |