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 |
|---|---|---|
KARA LALLY3+ years Filed as: KARA ADAMITES Service code 13 63 1/2 MAIN STREET · CHICOPEE, MA 01020 | Contract Administrator | $12,932 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $2,374 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $46,249 | $49,177-6.0% | $79,464-41.8% | $64,186-27.9% |
| Participation rate | 97.5% | 65.0%+32.5pp | 73.3%+24.2pp | 69.6%+27.9pp |
| Annual return | -1.45% | -1.16%-0.3pp | 718.14%-719.6pp | 7.63%-9.1pp |
| Employer contribution / active EE | $9,220 | $2,076+344.1% | $2,800+229.2% | $2,381+287.3% |
| Participant deferral / active EE | $208 | $2,821-92.6% | $3,704-94.4% | $3,470-94.0% |
| Admin fee / account holder | $354 | $3,839-90.8% | $5,113-93.1% | $4,888-92.8% |