See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 13-3646501 | Recordkeeping | $29,650 |
MARINER LLC2 years Filed as: MARINER INSTITUTIONAL LLC Service code 16 875 GREEN TREE RD. STE. 840 · PITTSBURGH, PA 15220 | Consulting | $26,000 |
ASHER KELLY4 years Service code 29 25800 NORTHWESTERN HIGHWAY · SOUTHFIELD, MI 48075 | Legal | $14,635 |
BENESYS, INC.4 years Filed as: BENESYS Service code 13 3660 STUTZ DRIVE, SUITE 101 · CANFIELD, OH 44406 | Contract Administrator | $12,480 |
PACKER THOMAS3 years Service code 10 6601 WESTFORD PLACE, STE 101 · CANFIELD, OH 44406 | Accounting | $10,500 |
SHEET METAL COLLECTION AGENCY11+ years Service code 64 33 FITCH BLVD · YOUNGSTOWN, OH 44515 | Recordkeeping Fees | $6,579 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,669 | $95,880+7.1% | $107,525-4.5% | $85,563+20.0% |
| Participation rate | 76.5% | 70.1%+6.4pp | 75.1%+1.4pp | 66.0%+10.5pp |
| Annual return | 15.67% | 68.06%-52.4pp | 181.32%-165.6pp | 31.51%-15.8pp |
| Employer contribution / active EE | $3,238 | $3,812-15.1% | $3,754-13.7% | $2,654+22.0% |
| Participant deferral / active EE | $354 | $4,201-91.6% | $5,116-93.1% | $4,375-91.9% |
| Admin fee / account holder | $291 | $1,025-71.6% | $8,919-96.7% | $834-65.1% |