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 | $1,396,266 |
BENESYS, INC.6+ years Service code 13 · EIN 38-2383171 | Contract Administrator | $142,620 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 20-8764829 | Advisory (Plan) | $100,000 |
LEGACY PROFESSIONALS LLP6+ years Service code 10 · EIN 32-0043599 | Accounting | $52,823 |
OHIO CARPENTERS' FBF, INC.6+ years Service code 49 · EIN 20-3330679 | Other Services | $47,429 |
SHUMAKER, LOOP & KENDRICK, LLP6+ years Service code 29 · EIN 34-4439491 | Legal | $40,114 |
AMERICAN REALTY ADVISORS5 years Filed as: AMERICAN GRAPHICS PRINTING CO Service code 36 · EIN 38-2090931 | Direct payment from the plan; Copying... | $11,113 |
BENESYS, INC.6+ years Filed as: UNITED ACTUARIAL SERVICES, INC. Service code 16 · EIN 35-2156428 | Consulting | $6,950 |
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.
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 | $27,565 | $80,412-65.7% | $109,143-74.7% | $101,517-72.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 75.9%+24.1pp | 74.6%+25.4pp |
| Annual return | 22.06% | 16.17%+5.9pp | 25.75%-3.7pp | 21.00%+1.1pp |
| Employer contribution / active EE | $2,574 | $3,731-31.0% | $3,722-30.9% | $2,973-13.4% |
| Participant deferral / active EE | $0 | $3,396-100.0% | $4,653-100.0% | $4,873-100.0% |
| Admin fee / account holder | $132 | $135-1.9% | $6,752-98.0% | $139-5.1% |