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 RETIREMENT Service code 28 690 CANTON STREET · WESTWOOD, MA 02090 | Investment Management | $324,241 |
SHEET METAL CONTROL BOARD4+ years Filed as: SHEET METAL WORKERS NATIONAL PENSIO Service code 10 · EIN 52-6112463 8403 ARLINGTON BLVD. SUITE 300 · FAIRFAX, DC 22031 | Accounting | $54,102 |
SASMI4+ years Service code 49 · EIN 23-7315003 | Other Services | $53,480 |
MORGAN STANLEY SMITH BARNEY4+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 26-4310632 1585 BROADWAY · NEW YORK, NY 10019 | Advisory (Plan) | $47,670 |
CALIBRE CPA GROUP PLLC4+ years Service code 10 · EIN 47-0900880 7501 WISCONSIN AVE, SUITE 1200 WEST · BETHESDA, MD 20814 | Accounting | $42,400 |
SELVIN AND HART4+ years Service code 29 · EIN 52-1708613 1625 MASSACHUSETTS AVE. N. W. · WASHINGTON, DC 20036 | Legal | $16,049 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $57,255-100.0% | $83,848-100.0% | $68,904-100.0% |
| Participation rate | 0.0% | 86.2%-86.2pp | 76.1%-76.1pp | 74.1%-74.1pp |
| Annual return | -3.16% | -0.34%-2.8pp | 850.88%-854.0pp | 1.07%-4.2pp |
| Employer contribution / active EE | $442 | $3,341-86.8% | $3,631-87.8% | $2,540-82.6% |
| Participant deferral / active EE | $430 | $3,207-86.6% | $4,082-89.5% | $4,015-89.3% |
| Admin fee / account holder | $0 | $103-100.0% | $5,478-100.0% | $71-100.0% |