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 | $254,677 |
C.F.A.O7+ years Service code 14 265 HEGENBERGER ROAD, SUITE 100 · OAKLAND, CA 94621 | Plan Administrator | $195,864 |
Filed as: PENSIONMARK Service code 27 | Advisory (Plan) | $28,529 |
EIDE BAILLY LLP3 years Service code 10 · EIN 45-0250958 | Accounting | $23,190 |
KRAW LAW GROUP7+ years Service code 29 · EIN 77-0171216 | Legal | $14,142 |
WEINBERG, ROGER & ROSENFELD7+ years Filed as: WEINBERG Service code 29 · EIN 94-2458080 | Legal | $14,061 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $43,214 | $76,774-43.7% | $112,228-61.5% | $77,904-44.5% |
| Participation rate | 89.4% | 80.2%+9.3pp | 75.1%+14.4pp | 73.7%+15.8pp |
| Annual return | -17.77% | -10.25%-7.5pp | 27.45%-45.2pp | 12.21%-30.0pp |
| Employer contribution / active EE | $203 | $3,977-94.9% | $3,635-94.4% | $2,848-92.9% |
| Participant deferral / active EE | $5,499 | $3,778+45.5% | $4,728+16.3% | $4,806+14.4% |
| Admin fee / account holder | $183 | $239-23.4% | $6,410-97.1% | $133+38.1% |