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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.
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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 |
|---|---|---|
GBQ PARTNERS1 year Service code 10 · EIN 20-2122306 230 WEST STREET · COLUMBUS, OH 43215 | Accounting | $7,000 |
THE SIEKMANN COMPANY3 years Service code 15 · EIN 31-0995736 9000 MEMORIAL DRIVE · PLAIN CITY, OH 43064 | Recordkeeping | $5,126 |
Filed as: JOHN HANCOCK LIFE INS COMPANY Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $252 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $204,213 | $123,793+65.0% | $177,821+14.8% | $79,858+155.7% |
| Participation rate | 96.2% | 84.7%+11.5pp | 87.7%+8.5pp | 69.6%+26.6pp |
| Annual return | 20.82% | 22.82%-2.0pp | 48.32%-27.5pp | 31.71%-10.9pp |
| Employer contribution / active EE | $7,737 | $4,095+88.9% | $5,918+30.7% | $2,471+213.2% |
| Participant deferral / active EE | $12,400 | $5,956+108.2% | $7,714+60.7% | $3,740+231.5% |
| Admin fee / account holder | $701 | $7,243-90.3% | $12,427-94.4% | $5,306-86.8% |