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 | $1,748,665 |
BENESYS, INC.4+ years Service code 13 · EIN 38-2383171 | Contract Administrator | $128,589 |
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 20-8764829 | Advisory (Plan) | $100,000 |
LEGACY PROFESSIONALS LLP4+ years Service code 10 · EIN 32-0043599 | Accounting | $57,863 |
OHIO CARPENTERS' FBF, INC.4+ years Service code 49 · EIN 20-3330679 | Other Services | $36,908 |
SHUMAKER, LOOP & KENDRICK, LLP4+ years Service code 29 · EIN 34-4439491 | Legal | $25,393 |
AMERICAN REALTY ADVISORS3 years Filed as: AMERICAN GRAPHICS PRINTING CO Service code 36 · EIN 34-0873272 | Copying and duplicating; Direct payme... | $6,811 |
BENESYS, INC.4+ 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.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,228 | $78,226-69.0% | $92,893-73.9% | $82,204-70.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.0%+24.0pp | 73.4%+26.6pp |
| Annual return | 6.93% | 19.33%-12.4pp | 109.41%-102.5pp | 26.31%-19.4pp |
| Employer contribution / active EE | $2,718 | $3,911-30.5% | $3,653-25.6% | $2,707+0.4% |
| Participant deferral / active EE | $0 | $3,648-100.0% | $4,236-100.0% | $4,246-100.0% |
| Admin fee / account holder | $170 | $119+42.7% | $5,794-97.1% | $76+124.8% |