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 |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SERVIC Service code 15 · EIN 01-0233346 | Recordkeeping | $21,738 |
Filed as: CBIZ FINANCIAL SOLUTIONS, INC Service code 27 · EIN 52-1396995 | Advisory (Plan) | $19,185 |
BEACHFLEISCHMAN PC2+ years Service code 10 · EIN 86-0683059 | Accounting | $14,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,503 | $46,173-62.1% | $170,442-89.7% | $69,631-74.9% |
| Participation rate | 89.3% | 63.9%+25.4pp | 83.6%+5.7pp | 70.7%+18.6pp |
| Annual return | 15.18% | 21.62%-6.4pp | 205.93%-190.7pp | 27571.02%-27555.8pp |
| Employer contribution / active EE | $0 | $1,610-100.0% | $5,433-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $1,194 | $2,080-42.6% | $4,939-75.8% | $3,224-63.0% |
| Admin fee / account holder | $101 | $116-13.0% | $13,880-99.3% | $110-8.7% |