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 |
|---|---|---|
BENEFITS MANAGEMENT GROUP, INC.8+ years Filed as: BENEFITS MANAGEMENT GROUP INC Service code 14 · EIN 20-0188125 | Plan Administrator | $25,243 |
UHY LLP2 years Filed as: UHY, LLP Service code 10 · EIN 20-0694403 | Accounting | $23,240 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SERVIC Service code 15 690 CANTON ST · WESTWOOD, MA 02090 | Recordkeeping | $15,200 |
ROUSE FRETS WHITE GOSS GENTILE2 years Filed as: ROUSE FRETS WHITE GOSS GENTILE RHOD Service code 29 4510 BELLEVIEW AVE 300 · KANSAS CITY, MO 64111 | Legal | $6,908 |
FIDUCIENT ADVISORS LLC3 years Filed as: FIDUCIENT ADVISORS Service code 20 · EIN 36-4001764 | Trustee (individual) | $6,875 |
EMPLOYEE FRINGES AUDIT COMPANY8+ years Filed as: EMPLOYEE FRINGES AUDIT CO. Service code 10 · EIN 42-1122328 | Accounting | $6,125 |
Annual investment return 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 | $31,044 | $92,971-66.6% | $96,683-67.9% | $74,419-58.3% |
| Participation rate | 100.0% | 71.5%+28.5pp | 74.3%+25.7pp | 70.7%+29.3pp |
| Annual return | 10.86% | 37.49%-26.6pp | 35.69%-24.8pp | 34.38%-23.5pp |
| Employer contribution / active EE | $2,122 | $3,426-38.1% | $3,737-43.2% | $2,637-19.6% |
| Participant deferral / active EE | $0 | $3,970-100.0% | $4,878-100.0% | $4,528-100.0% |
| Admin fee / account holder | $173 | $633-72.7% | $6,730-97.4% | $348-50.3% |