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: MERIDIAN INVESTMENT ADVISORS, INC. Service code 27 10321 NORTH PENNSYLVANIA STREET · CARMEL, IN 46280 | Advisory (Plan) | $25,607 |
J0HN HANCOCK1 year Service code 13 · EIN 01-0233346 | Contract Administrator | $19,646 |
Filed as: RETIREMENT PLAN CONCEPTS & SERVICES Service code 49 10319 DAWSONS CREEK BLVD STE A · FORT WAYNE, IN 46825 | Other Services | $9,525 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,480 | $109,881-24.0% | $150,045-44.4% | $84,808-1.6% |
| Participation rate | 74.0% | 76.1%-2.1pp | 82.3%-8.3pp | 68.3%+5.7pp |
| Annual return | 14.87% | 28.25%-13.4pp | 62.55%-47.7pp | 40.90%-26.0pp |
| Employer contribution / active EE | $0 | $3,561-100.0% | $4,693-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $11,401 | $6,636+71.8% | $7,997+42.6% | $4,212+170.7% |
| Admin fee / account holder | $543 | $8,568-93.7% | $13,435-96.0% | $7,344-92.6% |