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 01-0233346 | Recordkeeping | $26,414 |
PLANTE & MORAN, PLLC9 years Filed as: PLANTE & MORAN PLC Service code 10 · EIN 38-1357951 | Accounting | $20,000 |
Filed as: EDWARD D JONES & COMPANY Service code 27 · EIN 43-0345811 | Advisory (Plan) | $18,908 |
Filed as: KINGSVIEW WEALTH MANAGEMENT Service code 27 · EIN 26-4016866 | Advisory (Plan) | $6,830 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $72,585 | $59,417+22.2% | $93,606-22.5% | $74,495-2.6% |
| Participation rate | 68.3% | 59.7%+8.7pp | 68.7%-0.4pp | 67.2%+1.1pp |
| Annual return | 15.06% | 81.83%-66.8pp | 133.20%-118.1pp | 1364.94%-1349.9pp |
| Employer contribution / active EE | $0 | $1,264-100.0% | $2,420-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $4,271 | $3,050+40.0% | $4,411-3.2% | $4,346-1.7% |
| Admin fee / account holder | $464 | $3,021-84.6% | $8,285-94.4% | $1,942-76.1% |