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 LIFE INS COMPANY Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $320 |
THE SIEKMANN COMPANY1 year Service code 15 · EIN 31-0995736 9000 MEMORIAL DRIVE · PLAIN CITY, OH 43064 | Recordkeeping | $225 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $122,209 | $94,529+29.3% | $140,016-12.7% | $64,186+90.4% |
| Participation rate | 88.7% | 84.1%+4.6pp | 87.5%+1.2pp | 69.6%+19.1pp |
| Annual return | -5.38% | 7.77%-13.1pp | 651.12%-656.5pp | 7.63%-13.0pp |
| Employer contribution / active EE | $6,667 | $3,812+74.9% | $5,606+18.9% | $2,381+180.0% |
| Participant deferral / active EE | $10,518 | $5,250+100.3% | $6,927+51.8% | $3,470+203.2% |
| Admin fee / account holder | $357 | $6,741-94.7% | $10,705-96.7% | $4,888-92.7% |