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 |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT SRVCS INC. Service code 37 · EIN 01-0233346 | Loan Processing | $1,600,366 |
CALLAN LLC3+ years Filed as: CALLAN INVESTMENTS Service code 29 · EIN 94-2192581 | Legal | $178,471 |
Filed as: STEPSTONE GROUP REAL ESTATE, LP Service code 29 4275 EXECUTIVE SQUARE, SUITE 500 · LA JOLLA, CA 92037 | Legal | $86,887 |
Filed as: PILLSBURY, WINTHROP, SHAW, PITTMAN Service code 29 · EIN 94-1311126 | Legal | $36,863 |
FUJITSU MANAGEMENT4+ years Service code 14 · EIN 95-2557970 | Plan Administrator | $35,691 |
BLACKROCK1 year Filed as: BLACKROCK INSTITUTIONAL TRUST CO. Service code 28 P.O. BOX 978647 · DALLAS, TX 75397 | Investment Management | $31,507 |
MOSS ADAMS LLP3+ years Service code 10 · EIN 91-0189318 | Accounting | $11,500 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $153,559 | $64,311+138.8% | $110,238+39.3% | $75,289+104.0% |
| Participation rate | 100.0% | 79.3%+20.7pp | 79.8%+20.2pp | 72.4%+27.6pp |
| Annual return | -5.14% | -1.74%-3.4pp | 314.74%-319.9pp | -0.04%-5.1pp |
| Employer contribution / active EE | $5,059 | $2,404+110.5% | $3,826+32.2% | $2,405+110.4% |
| Participant deferral / active EE | $15,062 | $3,892+287.0% | $4,672+222.4% | $3,739+302.9% |
| Admin fee / account holder | $226 | $88+157.9% | $8,547-97.4% | $102+120.9% |