Filed December 6, 2022 (most recent of 2 filings on file)
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 RETIREMENT PLAN SRVS Service code 15 · EIN 01-0233346 | Recordkeeping | $247,320 |
NFP RETIREMENT INC6 years Filed as: NFP CORPORATE SERVICES (NM), INC. Service code 28 · EIN 41-1505971 | Investment Management | $55,000 |
CLIFTONLARSONALLEN LLP9+ years Service code 10 · EIN 41-0746749 | Accounting | $18,795 |
FREDRIKSON & BYRON3 years Filed as: FREDRIKSON & BYRON, P.A. Service code 29 505 E GRAND AVE STE · DES MOINES, IA 50309 | Legal | $2,192 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,908 | $50,127+121.3% | $149,673-25.9% | $80,160+38.4% |
| Participation rate | 95.8% | 64.3%+31.6pp | 78.8%+17.1pp | 72.9%+22.9pp |
| Annual return | 19.10% | 29.82%-10.7pp | 134.42%-115.3pp | 40.38%-21.3pp |
| Employer contribution / active EE | $5,264 | $1,865+182.3% | $4,818+9.3% | $2,978+76.8% |
| Participant deferral / active EE | $7,329 | $3,194+129.5% | $5,680+29.0% | $5,017+46.1% |
| Admin fee / account holder | $90 | $153-40.8% | $13,210-99.3% | $145-37.7% |