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 |
|---|---|---|
BEENE GARTER LLP3+ years Service code 15 56 GRANDVILLE · GRAND RAPIDS, MI 49503 | Recordkeeping | $19,600 |
Filed as: JOHN HANOCK LIFE INSURANCE COMPANY Service code 15 · EIN 01-0233346 | Recordkeeping | $3,260 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL LLC Service code 26 · EIN 43-3046611 | Advisory (Participants) | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,844 | $69,305-71.4% | $82,313-75.9% | $69,631-71.5% |
| Participation rate | 94.9% | 80.3%+14.6pp | 76.9%+18.0pp | 70.7%+24.2pp |
| Annual return | 16.51% | 21.47%-5.0pp | 25.88%-9.4pp | 27571.02%-27554.5pp |
| Employer contribution / active EE | $1,559 | $1,887-17.4% | $2,428-35.8% | $2,032-23.3% |
| Participant deferral / active EE | $2,391 | $3,568-33.0% | $3,706-35.5% | $3,224-25.8% |
| Admin fee / account holder | $172 | $97+76.9% | $5,608-96.9% | $110+55.7% |