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 |
|---|---|---|
BLUE CROSS BLUE SHIELD OF ND3 years Filed as: BLUE CROSS BLUE SHIELD OF NORTH DAK Service code 13 · EIN 45-0173185 | Contract Administrator | $185,350 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SERVIC Service code 15 · EIN 01-0233346 | Recordkeeping | $180,290 |
Filed as: SHUMAKER, LOOP & KENDRICK LLP Service code 29 · EIN 34-4439491 | Legal | $45,423 |
MILLIMAN, INC.8 years Filed as: MILLIMAN Service code 27 · EIN 91-0675641 | Advisory (Plan) | $36,000 |
LEGACY PROFESSIONALS LLP10+ years Service code 10 · EIN 32-0043599 | Accounting | $23,305 |
Filed as: ALLEN BATES TECHNOLOGIES, INC. Service code 13 · EIN 32-0102319 | Contract Administrator | $5,060 |
Participant contribution per participant 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 | $131,401 | $241,101-45.5% | $103,333+27.2% | $199,593-34.2% |
| Participation rate | 100.0% | 78.3%+21.7pp | 74.5%+25.5pp | 72.0%+28.0pp |
| Annual return | 13.68% | 17.80%-4.1pp | 24.88%-11.2pp | 34.25%-20.6pp |
| Employer contribution / active EE | $5,546 | $4,244+30.7% | $3,868+43.4% | $3,034+82.8% |
| Participant deferral / active EE | $371 | $3,958-90.6% | $5,057-92.7% | $5,087-92.7% |
| Admin fee / account holder | $125 | $288-56.6% | $8,355-98.5% | $269-53.5% |