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 RETIREMENT PLAN SRVS Service code 15 · EIN 01-0233346 | Recordkeeping | $69,742 |
Filed as: DIMEO SCHNEIDER & ASSOC Service code 27 · EIN 36-4001764 | Advisory (Plan) | $60,071 |
FLEX COMPENSATION, INC.1+ years Service code 14 · EIN 41-1447673 | Plan Administrator | $50,801 |
CLIFTONLARSONALLEN LLP1+ years Filed as: CLIFTONLARSONALLEN Service code 10 · EIN 41-0746749 | Accounting | $13,077 |
UNION INSURANCE GROUP1+ years Service code 23 · EIN 36-4226088 | Direct payment from the plan; Insuran... | $12,048 |
MCGRANN SHEA CARNIVAL STRAUGHN & LA1+ years Filed as: MCGRANN SHEA CARNIVAL Service code 22 · EIN 41-1654544 | Insurance Broker | $9,363 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $184,581 | $50,498+265.5% | $75,781+143.6% | $55,191+234.4% |
| Participation rate | 100.0% | 69.4%+30.6pp | 75.8%+24.2pp | 69.2%+30.8pp |
| Annual return | -0.35% | 1.80%-2.1pp | 9.68%-10.0pp | 10.78%-11.1pp |
| Employer contribution / active EE | $16,086 | $2,291+602.2% | $3,323+384.1% | $1,899+747.2% |
| Participant deferral / active EE | $0 | $2,589-100.0% | $3,651-100.0% | $3,046-100.0% |
| Admin fee / account holder | $354 | $123+188.0% | $5,299-93.3% | $91+290.3% |