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 | $50,363 |
NORTHSTAR FIDUCIARY PARTNERS2 years Filed as: NORTHSTAR FIDUCIARY PARTNERS, LLC Service code 27 · EIN 30-0132728 | Advisory (Plan) | $11,253 |
Filed as: KRONICK KALADA BERDY & CO. PC Service code 10 · EIN 23-2667890 | Accounting | $5,574 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,177 | $131,799-33.1% | $200,582-56.0% | $85,563+3.1% |
| Participation rate | 97.9% | 87.9%+10.0pp | 86.9%+11.0pp | 66.0%+31.9pp |
| Annual return | 19.10% | 21.59%-2.5pp | 42.33%-23.2pp | 31.51%-12.4pp |
| Employer contribution / active EE | $4,009 | $4,532-11.5% | $6,419-37.6% | $2,654+51.1% |
| Participant deferral / active EE | $5,715 | $7,702-25.8% | $9,331-38.8% | $4,375+30.6% |
| Admin fee / account holder | $189 | $235-19.5% | $16,305-98.8% | $834-77.3% |