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 9-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 |
|---|---|---|
THE SIEKMANN COMPANY1 year Service code 10 · EIN 31-0995736 9000 MEMORIAL DR · PLAIN CITY, OH 43064 | Accounting | $4,022 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $2,716 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $12,786 | $72,277-82.3% | $101,248-87.4% | $79,858-84.0% |
| Participation rate | 73.7% | 68.5%+5.2pp | 75.8%-2.1pp | 69.6%+4.1pp |
| Annual return | 31.91% | 22.30%+9.6pp | 46.47%-14.6pp | 31.71%+0.2pp |
| Employer contribution / active EE | $7,753 | $2,692+188.1% | $3,660+111.9% | $2,471+213.8% |
| Participant deferral / active EE | $2,120 | $3,282-35.4% | $4,370-51.5% | $3,740-43.3% |
| Admin fee / account holder | $330 | $4,400-92.5% | $5,945-94.5% | $5,306-93.8% |