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: SOUTHWESTERN INVESTMENT ADVISERS Service code 26 · EIN 47-1471217 720 COOL SPRINGS BLVD · FRANKLIN, TN 37067 | Advisory (Participants) | $39,319 |
Filed as: JOHN HANCOCK US Service code 15 · EIN 47-1471217 | Recordkeeping | $600 |
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).
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 | $64,900 | $66,813-2.9% | $100,516-35.4% | $73,488-11.7% |
| Participation rate | 71.4% | 77.5%-6.1pp | 79.4%-8.1pp | 70.7%+0.7pp |
| Annual return | 20.17% | 25.70%-5.5pp | 30.89%-10.7pp | 28.51%-8.3pp |
| Employer contribution / active EE | $2,084 | $2,147-2.9% | $3,418-39.0% | $2,270-8.2% |
| Participant deferral / active EE | $3,664 | $5,883-37.7% | $6,270-41.6% | $3,740-2.0% |
| Admin fee / account holder | $409 | $512-20.2% | $8,081-94.9% | $513-20.3% |