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: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $292,666 |
C.F.A.O10+ years Service code 14 · EIN 95-1557079 | Plan Administrator | $248,708 |
Filed as: WORLD INVESTMENT ADVISORS, LLC Service code 27 · EIN 61-1758632 | Advisory (Plan) | $41,774 |
EIDE BAILLY LLP6 years Service code 10 · EIN 45-0250958 | Accounting | $26,980 |
Filed as: OPUS INVESTMENT ADVISORS, LLC Service code 19 · EIN 56-8559330 | Securities Custodian | $22,520 |
KRAW LAW GROUP10+ years Service code 29 · EIN 77-0171216 | Legal | $17,703 |
WEINBERG, ROGER & ROSENFELD10+ years Filed as: WEINBERG Service code 29 · EIN 94-2458080 | Legal | $14,515 |
THE SEGAL COMPANY2 years Filed as: SEGAL SELECT INSURANCE SERVICES, IN Service code 23 · EIN 46-0619194 | Insurance services; Insurance brokera... | $5,050 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,958 | $103,641-43.1% | $107,525-45.2% | $102,872-42.7% |
| Participation rate | 88.9% | 79.4%+9.5pp | 75.1%+13.8pp | 73.0%+15.8pp |
| Annual return | 11.93% | 13.08%-1.2pp | 181.32%-169.4pp | 19.06%-7.1pp |
| Employer contribution / active EE | $157 | $5,096-96.9% | $3,754-95.8% | $3,526-95.6% |
| Participant deferral / active EE | $5,388 | $3,789+42.2% | $5,116+5.3% | $5,535-2.6% |
| Admin fee / account holder | $183 | $276-33.7% | $8,919-97.9% | $292-37.4% |