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 10-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 |
|---|---|---|
HSBA7 years Service code 13 · EIN 94-3089465 | Contract Administrator | $312,993 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SVS Service code 15 · EIN 01-0233346 | Recordkeeping | $238,861 |
MORGAN STANLEY SMITH BARNEY7 years Filed as: GRAYSTONE CONSULTING Service code 27 · EIN 26-4310632 | Advisory (Plan) | $100,000 |
SALTZMAN & JOHNSON8+ years Filed as: SALTZMAN AND JOHNSON Service code 29 · EIN 94-2376174 | Legal | $34,183 |
THE SEGAL COMPANY6 years Filed as: SEGAL CONSULTING Service code 16 · EIN 94-1503999 | Consulting | $25,254 |
EIDE BAILLY LLP4 years Service code 50 · EIN 45-0250958 | Direct Payment | $24,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,663 | $70,048-50.5% | $112,228-69.1% | $78,044-55.6% |
| Participation rate | 99.5% | 84.1%+15.4pp | 75.1%+24.5pp | 74.4%+25.1pp |
| Annual return | -12.71% | -10.85%-1.9pp | 27.45%-40.2pp | 10.87%-23.6pp |
| Employer contribution / active EE | $8,216 | $4,000+105.4% | $3,635+126.1% | $3,125+163.0% |
| Participant deferral / active EE | $0 | $3,679-100.0% | $4,728-100.0% | $5,084-100.0% |
| Admin fee / account holder | $64 | $127-49.6% | $6,410-99.0% | $79-19.0% |