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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.
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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 14 · EIN 04-1414660 | Plan Administrator | $150,000 |
REHN & ASSOCIATES8+ years Service code 13 · EIN 91-1008626 | Contract Administrator | $65,064 |
VERUS8+ years Service code 16 · EIN 91-1320111 | Consulting | $64,000 |
CLIFTONLARSONALLEN LLP2 years Service code 10 · EIN 41-0746749 | Accounting | $51,697 |
TURNER, STOEVE & GAGLIARDI, P.S.8+ years Service code 29 · EIN 91-1282506 | Legal | $32,240 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $102,130 | $70,048+45.8% | $112,228-9.0% | $78,044+30.9% |
| Participation rate | 55.3% | 84.1%-28.9pp | 75.1%-19.8pp | 74.4%-19.2pp |
| Annual return | -18.18% | -10.85%-7.3pp | 27.45%-45.6pp | 10.87%-29.1pp |
| Employer contribution / active EE | $4,013 | $4,000+0.3% | $3,635+10.4% | $3,125+28.4% |
| Participant deferral / active EE | $0 | $3,679-100.0% | $4,728-100.0% | $5,084-100.0% |
| Admin fee / account holder | $134 | $127+6.0% | $6,410-97.9% | $79+70.3% |