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 AND NIEMEIER Service code 49 · EIN 35-1867898 1919 W FRANKLIN STREET · EVANSVILLE, IN 477190930 | Other Services | $45,205 |
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 | $81,463 | $84,487-3.6% | $125,339-35.0% | $66,914+21.7% |
| Participation rate | 71.3% | 76.4%-5.1pp | 82.4%-11.1pp | 69.8%+1.5pp |
| Annual return | -15.43% | -8.39%-7.0pp | 572.05%-587.5pp | 1.58%-17.0pp |
| Employer contribution / active EE | $2,474 | $3,553-30.4% | $4,814-48.6% | $2,544-2.8% |
| Participant deferral / active EE | $4,550 | $6,781-32.9% | $7,446-38.9% | $4,237+7.4% |
| Admin fee / account holder | $0 | $685-100.0% | $10,010-100.0% | $593-100.0% |