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 RETIREMRENT PLAN SERV Service code 15 · EIN 01-0233346 | Recordkeeping | $1,327,601 |
BENESYS, INC.5+ years Service code 13 · EIN 38-2383171 | Contract Administrator | $136,554 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 20-8764829 | Advisory (Plan) | $100,000 |
LEGACY PROFESSIONALS LLP5+ years Service code 10 · EIN 32-0043599 | Accounting | $51,357 |
OHIO CARPENTERS' FBF, INC.5+ years Service code 49 · EIN 20-3330679 | Other Services | $41,577 |
SHUMAKER, LOOP & KENDRICK, LLP5+ years Service code 29 · EIN 34-4439491 | Legal | $40,603 |
BENESYS, INC.5+ 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 | $23,840 | $73,497-67.6% | $101,248-76.5% | $93,223-74.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 75.8%+24.2pp | 74.9%+25.1pp |
| Annual return | 1.35% | 11.66%-10.3pp | 46.47%-45.1pp | 19.29%-17.9pp |
| Employer contribution / active EE | $2,770 | $3,600-23.0% | $3,660-24.3% | $2,680+3.4% |
| Participant deferral / active EE | $0 | $3,303-100.0% | $4,370-100.0% | $4,563-100.0% |
| Admin fee / account holder | $131 | $121+8.4% | $5,945-97.8% | $79+65.6% |