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.9+ years Filed as: THE WILLIAM C. EARHART COMPANY INC. Service code 13 · EIN 93-0509592 | Contract Administrator | $79,114 |
Filed as: JOHN HANCOCK RETIREMENT SERVICE Service code 14 · EIN 01-0233346 | Plan Administrator | $71,549 |
CLIFTONLARSONALLEN LLP9+ years Service code 10 · EIN 41-0746749 | Accounting | $26,979 |
OGLETREE DEAKINS7 years Filed as: OGLETREE, DEAKINS, NASH, ET AL. Service code 29 · EIN 57-1044820 | Legal | $22,555 |
VERUS2 years Filed as: VERUS ADVISORY, INC Service code 16 · EIN 91-1320111 | Consulting | $16,792 |
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 | $41,964 | $92,971-54.9% | $96,683-56.6% | $74,419-43.6% |
| Participation rate | 100.0% | 71.5%+28.5pp | 74.3%+25.7pp | 70.7%+29.3pp |
| Annual return | 15.58% | 37.49%-21.9pp | 35.69%-20.1pp | 34.38%-18.8pp |
| Employer contribution / active EE | $0 | $3,426-100.0% | $3,737-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $3,310 | $3,970-16.6% | $4,878-32.1% | $4,528-26.9% |
| Admin fee / account holder | $183 | $633-71.1% | $6,730-97.3% | $348-47.5% |