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 | $1,358,124 |
BENESYS, INC.8+ years Service code 13 · EIN 38-2383171 | Contract Administrator | $149,358 |
MORGAN STANLEY SMITH BARNEY5 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 20-8764829 | Advisory (Plan) | $100,000 |
SHUMAKER, LOOP & KENDRICK, LLP8+ years Service code 29 · EIN 34-4439491 | Legal | $52,503 |
LEGACY PROFESSIONALS LLP8+ years Service code 10 · EIN 32-0043599 | Accounting | $52,074 |
OHIO CARPENTERS' FBF, INC.8+ years Service code 49 · EIN 20-3330679 | Other Services | $45,833 |
AMERICAN REALTY ADVISORS7 years Filed as: AMERICAN GRAPHICS PRINTING CO Service code 36 · EIN 38-2090931 | Copying and duplicating; Direct payme... | $15,245 |
BENESYS, INC.8+ years Filed as: UNITED ACTUARIAL SERVICES, INC. Service code 16 · EIN 35-2156428 | Consulting | $6,637 |
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 | $22,729 | $74,831-69.6% | $96,683-76.5% | $103,482-78.0% |
| Participation rate | 100.0% | 83.1%+16.9pp | 74.3%+25.7pp | 73.3%+26.7pp |
| Annual return | 0.07% | 16.15%-16.1pp | 35.69%-35.6pp | 33.11%-33.0pp |
| Employer contribution / active EE | $3,227 | $3,888-17.0% | $3,737-13.6% | $3,208+0.6% |
| Participant deferral / active EE | $0 | $3,896-100.0% | $4,878-100.0% | $5,207-100.0% |
| Admin fee / account holder | $113 | $130-13.4% | $6,730-98.3% | $114-1.3% |