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 INVESTMENT MGMT SCVS Service code 15 · EIN 01-0233346 | Recordkeeping | $329,890 |
I.B.E.W. 292 HEALTH CARE PLAN8+ years Service code 15 · EIN 41-1384754 | Recordkeeping | $324,675 |
WEDGE CAPITAL MANAGEMENT8+ years Service code 28 · EIN 56-1557450 | Investment Management | $158,140 |
SMITH & HOWARD, PC1 year Filed as: SMITH GROUP ASSET MANAGEMENT, LLC Service code 28 · EIN 13-3680189 | Investment Management | $117,719 |
KUTAK ROCK LLP6 years Service code 29 · EIN 47-0597598 | Legal | $108,299 |
BMO HARRIS BANK NA1 year Filed as: BMO HARRIS BANK, NA Service code 19 · EIN 36-2085229 | Securities Custodian | $81,878 |
THE SEGAL COMPANY7 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $77,000 |
WELLS FARGO BANK, N.A.1 year Filed as: GALLIARD CAPITAL MANAGEMENT, LLC Service code 28 · EIN 41-1813702 | Investment Management | $75,944 |
CLIFTONLARSONALLEN LLP1 year Filed as: CLIFTONLARSONALLEN Service code 10 · EIN 41-0746749 | Accounting | $17,800 |
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 | $164,285 | $74,831+119.5% | $96,683+69.9% | $103,482+58.8% |
| Participation rate | 100.0% | 83.1%+16.9pp | 74.3%+25.7pp | 73.3%+26.7pp |
| Annual return | 0.50% | 16.15%-15.7pp | 35.69%-35.2pp | 33.11%-32.6pp |
| Employer contribution / active EE | $5,079 | $3,888+30.6% | $3,737+35.9% | $3,208+58.3% |
| Participant deferral / active EE | $2,250 | $3,896-42.2% | $4,878-53.9% | $5,207-56.8% |
| Admin fee / account holder | $217 | $130+67.1% | $6,730-96.8% | $114+90.5% |