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 10-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 Service code 15 · EIN 13-3072894 | Recordkeeping | $94,035 |
MORGAN STANLEY SMITH BARNEY8+ years Filed as: MORGAN STANLEY Service code 27 · EIN 26-4310632 | Advisory (Plan) | $70,002 |
BENESYS, INC.2 years Filed as: BENESYS, INC Service code 13 · EIN 38-2383171 | Contract Administrator | $16,799 |
Filed as: WATKINS PAWLICK CALATI & PRIFTI PC Service code 29 · EIN 83-2893229 | Legal | $15,960 |
Service code 10 · EIN 38-2284921 | Accounting | $15,300 |
PNC BANK, N.A.6 years Filed as: THE PNC FINANCIAL SERVICES GROUP Service code 18 755 W BIG BEAVER, STE 24 · TROY, MI 48044 | Custodial (other than securities); Di... | $9,169 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,375 | $88,480-30.6% | $96,683-36.5% | $80,160-23.4% |
| Participation rate | 100.0% | 79.9%+20.1pp | 74.3%+25.7pp | 72.9%+27.1pp |
| Annual return | 1.06% | 22.53%-21.5pp | 35.69%-34.6pp | 40.38%-39.3pp |
| Employer contribution / active EE | $2,461 | $4,176-41.1% | $3,737-34.1% | $2,978-17.3% |
| Participant deferral / active EE | $1,182 | $3,959-70.1% | $4,878-75.8% | $5,017-76.4% |
| Admin fee / account holder | $152 | $212-28.1% | $6,730-97.7% | $145+5.1% |