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 7-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 63 · EIN 74-6035056 | 12b-1 Fees | $141,057 |
Service code 13 1720 INDIAN WOOD CIR C · MAUMEE, OH 43537 | Contract Administrator | $88,578 |
THE SEGAL COMPANY1 year Filed as: SEGAL Service code 28 · EIN 06-0839113 | Investment Management | $62,500 |
Service code 29 · EIN 34-4439491 | Legal | $42,037 |
Filed as: EMPOWER Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,772 |
Service code 10 · EIN 31-0800053 | Accounting | $12,500 |
HUNTINGTON INSURANCE6 years Service code 23 37 W. BROAD ST. · COLUMBUS, OH 43215 | Insurance services; Direct payment fr... | $6,345 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,048 | $103,641-82.6% | $107,525-83.2% | $102,872-82.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.1%+24.9pp | 73.0%+27.0pp |
| Annual return | 10.47% | 13.08%-2.6pp | 181.32%-170.8pp | 19.06%-8.6pp |
| Employer contribution / active EE | $2,113 | $5,096-58.5% | $3,754-43.7% | $3,526-40.1% |
| Participant deferral / active EE | $0 | $3,789-100.0% | $5,116-100.0% | $5,535-100.0% |
| Admin fee / account holder | $222 | $276-19.7% | $8,919-97.5% | $292-24.1% |