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.
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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 AND NIEMEIER Service code 99 · EIN 35-1867898 1919 W FRANKLIN STREET · EVANSVILLE, IN 477190930 | Other Fees | $37,988 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,702 | $99,957+28.8% | $149,696-14.0% | $73,488+75.1% |
| Participation rate | 82.0% | 75.7%+6.3pp | 82.5%-0.5pp | 70.7%+11.3pp |
| Annual return | 15.28% | 53.87%-38.6pp | 276.60%-261.3pp | 28.51%-13.2pp |
| Employer contribution / active EE | $2,407 | $3,191-24.6% | $4,644-48.2% | $2,270+6.0% |
| Participant deferral / active EE | $4,339 | $6,073-28.5% | $6,842-36.6% | $3,740+16.0% |
| Admin fee / account holder | $342 | $551-37.9% | $9,309-96.3% | $513-33.3% |