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 |
|---|---|---|
WILLIAM C. EARHART CO., INC.10+ years Filed as: THE WILLIAM C. EARHART COMPANY INC. Service code 13 · EIN 93-0509592 | Contract Administrator | $81,251 |
Filed as: JOHN HANCOCK RETIREMENT SERVICE Service code 14 · EIN 01-0233346 | Plan Administrator | $72,360 |
CLIFTONLARSONALLEN LLP10+ years Service code 10 · EIN 41-0746749 | Accounting | $27,275 |
VERUS3 years Filed as: VERUS ADVISORY, INC Service code 16 · EIN 91-1320111 | Consulting | $17,000 |
OGLETREE DEAKINS8 years Filed as: OGLETREE, DEAKINS, NASH, ET AL. Service code 29 · EIN 57-1044820 | Legal | $6,604 |
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 | $45,015 | $82,917-45.7% | $103,333-56.4% | $77,643-42.0% |
| Participation rate | 100.0% | 71.6%+28.4pp | 74.5%+25.5pp | 70.6%+29.4pp |
| Annual return | 10.72% | 19.13%-8.4pp | 24.88%-14.2pp | 31.24%-20.5pp |
| Employer contribution / active EE | $0 | $3,552-100.0% | $3,868-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $3,691 | $4,108-10.2% | $5,057-27.0% | $4,647-20.6% |
| Admin fee / account holder | $169 | $638-73.5% | $8,355-98.0% | $430-60.7% |