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 |
|---|---|---|
Service code 13 · EIN 93-3419571 | Contract Administrator | $1,340,484 |
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Filed as: JOHN HANCOCK RETIREMENT PLAN SERVIC Service code 13 · EIN 01-0233346 | Contract Administrator | $1,040,330 |
REINHART BOERNER VAN DEUREN S.C.10+ years Filed as: REINHART BOERNER VAN DEUREN Service code 29 · EIN 39-1126909 | Legal | $49,233 |
LEGACY PROFESSIONALS LLP10+ years Service code 10 · EIN 32-0043599 | Accounting | $33,180 |
GARY PERINAR JR.4 years Service code 20 · EIN 36-1894832 | Trustee (individual); Other fees | $31,600 |
Service code 15 · EIN 52-1796473 | Recordkeeping | $13,500 |
ALAN BILLER & ASSOCIATES5 years Filed as: ALAN BILLER AND ASSOCIATES, INC. Service code 27 · EIN 94-2854958 | Advisory (Plan) | $11,250 |
THE SEGAL COMPANY9 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $11,250 |
REMKE PRINTING10+ years Service code 36 · EIN 36-3840374 | Copying and duplicating | $10,397 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,657 | $140,769-61.9% | $107,525-50.1% | $140,769-61.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 75.1%+24.9pp | 74.2%+25.8pp |
| Annual return | 12.74% | 16.82%-4.1pp | 181.32%-168.6pp | 16.82%-4.1pp |
| Employer contribution / active EE | $10,810 | $3,906+176.8% | $3,754+188.0% | $3,906+176.8% |
| Participant deferral / active EE | $0 | $6,717-100.0% | $5,116-100.0% | $6,717-100.0% |
| Admin fee / account holder | $68 | $229-70.2% | $8,919-99.2% | $229-70.2% |