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 | $1,360,867 |
BENESYS, INC.7+ years Service code 13 · EIN 38-2383171 | Contract Administrator | $145,116 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 20-8764829 | Advisory (Plan) | $100,000 |
LEGACY PROFESSIONALS LLP7+ years Service code 10 · EIN 32-0043599 | Accounting | $51,183 |
OHIO CARPENTERS' FBF, INC.7+ years Service code 49 · EIN 20-3330679 | Other Services | $47,315 |
SHUMAKER, LOOP & KENDRICK, LLP7+ years Service code 29 · EIN 34-4439491 | Legal | $28,087 |
AMERICAN REALTY ADVISORS6 years Filed as: AMERICAN GRAPHICS PRINTING CO Service code 36 · EIN 38-2090931 | Direct payment from the plan; Copying... | $13,870 |
BENESYS, INC.7+ years Filed as: UNITED ACTUARIAL SERVICES, INC. Service code 16 · EIN 35-2156428 | Consulting | $7,108 |
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 | $24,421 | $70,048-65.1% | $112,228-78.2% | $78,044-68.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 75.1%+24.9pp | 74.4%+25.6pp |
| Annual return | -5.85% | -10.85%+5.0pp | 27.45%-33.3pp | 10.87%-16.7pp |
| Employer contribution / active EE | $3,039 | $4,000-24.0% | $3,635-16.4% | $3,125-2.7% |
| Participant deferral / active EE | $0 | $3,679-100.0% | $4,728-100.0% | $5,084-100.0% |
| Admin fee / account holder | $121 | $127-4.6% | $6,410-98.1% | $79+53.4% |