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.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: BENEFIT PLANS PLUS Service code 13 · EIN 43-1829594 11701 BORMAN DRIVE, SUITE 300 · ST. LOUIS, MO 63146 | Contract Administrator | $5,374 |
Filed as: CETERA INVESTMENT ADVIORS Service code 26 · EIN 36-3258176 | Advisory (Participants) | $4,324 |
Filed as: JOHN HANCOCK LIFE INSUTANCE COMPANY Service code 15 · EIN 01-0233346 | Recordkeeping | $3,523 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $3,532 | $34,934-89.9% | $56,411-93.7% | $74,495-95.3% |
| Participation rate | 81.3% | 32.8%+48.5pp | 52.5%+28.8pp | 67.2%+14.1pp |
| Annual return | 11.80% | 25.94%-14.1pp | 1701.33%-1689.5pp | 1364.94%-1353.1pp |
| Employer contribution / active EE | $700 | $609+15.0% | $1,039-32.6% | $2,623-73.3% |
| Participant deferral / active EE | $1,675 | $1,170+43.1% | $1,952-14.2% | $4,346-61.5% |
| Admin fee / account holder | $71 | $2,364-97.0% | $2,829-97.5% | $1,942-96.4% |