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 |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SERV Service code 15 · EIN 01-0233346 | Recordkeeping | $1,736,606 |
BENESYS, INC.3+ years Service code 13 · EIN 38-2383171 | Contract Administrator | $131,110 |
MORGAN STANLEY SMITH BARNEY3+ years Service code 27 · EIN 26-4310632 | Advisory (Plan) | $100,000 |
SHUMAKER, LOOP & KENDRICK, LLP3+ years Service code 29 · EIN 34-4439491 | Legal | $92,748 |
AMERICAN REALTY ADVISORS2 years Filed as: AMERICAN GRAPHICS PRINTING CO Service code 36 · EIN 34-0873272 | Copying and duplicating | $80,867 |
LEGACY PROFESSIONALS LLP3+ years Service code 10 · EIN 32-0043599 | Accounting | $59,288 |
OHIO CARPENTERS' FBF, INC.3+ years Service code 49 · EIN 20-3330679 | Other Services | $42,252 |
BENESYS, INC.3+ years Filed as: UNITED ACTUARIAL SERVICES, INC. Service code 16 · EIN 35-2156428 | Consulting | $6,000 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 1 reportable transaction. $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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,410 | $57,255-59.1% | $83,848-72.1% | $68,904-66.0% |
| Participation rate | 100.0% | 86.2%+13.8pp | 76.1%+23.9pp | 74.1%+25.9pp |
| Annual return | 5.08% | -0.34%+5.4pp | 850.88%-845.8pp | 1.07%+4.0pp |
| Employer contribution / active EE | $2,734 | $3,341-18.2% | $3,631-24.7% | $2,540+7.6% |
| Participant deferral / active EE | $0 | $3,207-100.0% | $4,082-100.0% | $4,015-100.0% |
| Admin fee / account holder | $193 | $103+86.8% | $5,478-96.5% | $71+170.9% |