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 |
|---|---|---|
IRONWOOD CAPITAL MANAGEMENT2 years Filed as: IRONWOOD WEALTH MANAGEMENT Service code 26 · EIN 35-2242519 | Advisory (Participants) | $5,804 |
Filed as: JOHN HANCOCK LIFE INSURANCE Service code 15 · EIN 01-0233346 | Recordkeeping | $266 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 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 | $29,460 | $61,156-51.8% | $185,823-84.1% | $79,386-62.9% |
| Participation rate | 36.4% | 66.6%-30.2pp | 81.7%-45.3pp | 70.7%-34.3pp |
| Annual return | 28.62% | 19.45%+9.2pp | 122.05%-93.4pp | 116.85%-88.2pp |
| Employer contribution / active EE | $421 | $2,321-81.9% | $5,167-91.9% | $2,427-82.7% |
| Participant deferral / active EE | $631 | $2,789-77.4% | $5,568-88.7% | $4,046-84.4% |
| Admin fee / account holder | $257 | $710-63.7% | $16,237-98.4% | $626-58.9% |