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 | Other Services | $37,446 |
Service code 99 · EIN 35-1867898 1919 W. FRANKLIN STREET · EVANSVILLE, IN 477190930 | Other Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $92,628 | $91,407+1.3% | $135,903-31.8% | $71,457+29.6% |
| Participation rate | 66.7% | 75.7%-9.0pp | 81.9%-15.2pp | 67.9%-1.3pp |
| Annual return | 13.45% | 29.90%-16.4pp | 68.23%-54.8pp | 28.85%-15.4pp |
| Employer contribution / active EE | $2,193 | $3,703-40.8% | $4,856-54.8% | $2,588-15.3% |
| Participant deferral / active EE | $3,836 | $7,092-45.9% | $7,758-50.6% | $4,289-10.6% |
| Admin fee / account holder | $0 | $1,266-100.0% | $10,762-100.0% | $1,587-100.0% |