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 SERVIC Service code 15 · EIN 01-0233346 | Recordkeeping | $44,517 |
SIGMA FINANCIAL CORPORATION2 years Service code 27 300 PARKLAND PLAZA · ANN ARBOR, MI 48103 | Advisory (Plan) | $27,215 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,735 | $88,890-40.7% | $102,423-48.5% | $77,643-32.1% |
| Participation rate | 92.4% | 80.9%+11.5pp | 76.5%+15.9pp | 70.6%+21.8pp |
| Annual return | 13.02% | 24.98%-12.0pp | 29.32%-16.3pp | 31.24%-18.2pp |
| Employer contribution / active EE | $1,293 | $2,698-52.1% | $3,023-57.2% | $2,726-52.6% |
| Participant deferral / active EE | $3,224 | $5,145-37.3% | $5,053-36.2% | $4,647-30.6% |
| Admin fee / account holder | $204 | $235-13.4% | $9,451-97.8% | $430-52.7% |