See peer percentile detail. $4.99 for your first month.
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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 RETIREMENT PLAN SERVIC Service code 64 · EIN 01-0233346 | Recordkeeping Fees | $80,073 |
SOUTHERN BENEFIT ADMINISTRATORS10+ years Service code 14 · EIN 62-1116095 | Plan Administrator | $27,263 |
STANDARD VALUATIONS3 years Filed as: STANDARD VALUATIONS INC. Service code 27 790 CLEVELAND AVE, STE. 220 · ST. PAUL, MN 55116 | Advisory (Plan) | $16,500 |
DANIELS, IRWIN & AYLOR10+ years Filed as: DANIELS IRWIN & AYLOR Service code 10 · EIN 62-1802605 | Accounting | $9,200 |
Service code 29 · EIN 62-1371542 | Legal | $7,193 |
Service code 29 · EIN 75-3110632 | Legal | $6,250 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $111,754-100.0% | $103,333-100.0% | $145,922-100.0% |
| Participation rate | 0.0% | 77.9%-77.9pp | 74.5%-74.5pp | 80.3%-80.3pp |
| Annual return | -104.46% | 24.77%-129.2pp | 24.88%-129.3pp | 561.29%-665.7pp |
| Employer contribution / active EE | $0 | $4,212-100.0% | $3,868-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $0 | $5,619-100.0% | $5,057-100.0% | $6,688-100.0% |
| Admin fee / account holder | $0 | $9,750-100.0% | $8,355-100.0% | $13,397-100.0% |