Filed May 1, 2017
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 |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $44,978 |
Filed as: NORTHSTAR FIDUCIARY PARTNERS, LLC Service code 27 · EIN 30-0132728 | Advisory (Plan) | $10,354 |
Filed as: KRONICK KALADA BERDY & CO. PC Service code 10 · EIN 23-2667890 | Accounting | $10,000 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,445 | $129,021-36.9% | $184,203-55.8% | $77,643+4.9% |
| Participation rate | 95.5% | 87.3%+8.2pp | 86.8%+8.7pp | 70.6%+24.9pp |
| Annual return | 12.72% | 33.27%-20.6pp | 28.81%-16.1pp | 31.24%-18.5pp |
| Employer contribution / active EE | $3,875 | $4,413-12.2% | $6,427-39.7% | $2,726+42.1% |
| Participant deferral / active EE | $5,176 | $7,297-29.1% | $9,131-43.3% | $4,647+11.4% |
| Admin fee / account holder | $190 | $254-25.0% | $13,901-98.6% | $430-55.7% |