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: SALTMARSH, CLEAVELAND & GUND Service code 10 · EIN 59-2922169 | Accounting | $10,000 |
Service code 15 · EIN 59-3560915 | Recordkeeping | $3,481 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO. USA Service code 15 · EIN 01-0233346 | Recordkeeping | $756 |
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 | $31,524 | $52,884-40.4% | $84,750-62.8% | $55,167-42.9% |
| Participation rate | 82.4% | 67.5%+14.8pp | 76.6%+5.8pp | 69.0%+13.4pp |
| Annual return | 5.18% | 18.03%-12.9pp | 22.78%-17.6pp | 169.23%-164.0pp |
| Employer contribution / active EE | $1,202 | $2,233-46.2% | $3,574-66.4% | $1,963-38.8% |
| Participant deferral / active EE | $2,962 | $2,644+12.0% | $3,712-20.2% | $3,054-3.0% |
| Admin fee / account holder | $83 | $581-85.8% | $5,332-98.5% | $504-83.6% |