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: FREEMAN, WILL & NIEMEIER, INC. Service code 49 · EIN 35-1867898 1919 W. FRANKLIN STREET · EVANSVILLE, IN 477190930 | Other Services | $34,943 |
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 | $106,465 | $101,317+5.1% | $146,958-27.6% | $74,495+42.9% |
| Participation rate | 90.2% | 75.5%+14.6pp | 82.2%+8.0pp | 67.2%+23.0pp |
| Annual return | 13.49% | 8730.91%-8717.4pp | 418.34%-404.8pp | 1364.94%-1351.5pp |
| Employer contribution / active EE | $2,511 | $3,810-34.1% | $4,933-49.1% | $2,623-4.3% |
| Participant deferral / active EE | $4,458 | $7,303-39.0% | $8,070-44.8% | $4,346+2.6% |
| Admin fee / account holder | $0 | $1,739-100.0% | $12,998-100.0% | $1,942-100.0% |