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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.
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 |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SRVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $27,779 |
GRAY, GRAY & GRAY2 years Service code 10 · EIN 04-2088368 | Accounting | $23,500 |
MMA SECURITIES LLC4 years Filed as: MMA SECURITIES, LLC Service code 27 · EIN 22-3570392 | Advisory (Plan) | $20,000 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,791 | $121,341-30.9% | $189,513-55.8% | $79,386+5.5% |
| Participation rate | 98.5% | 86.1%+12.4pp | 87.8%+10.7pp | 70.7%+27.8pp |
| Annual return | 15.93% | 21.08%-5.1pp | 555.15%-539.2pp | 116.85%-100.9pp |
| Employer contribution / active EE | $1,542 | $3,915-60.6% | $6,162-75.0% | $2,427-36.5% |
| Participant deferral / active EE | $12,070 | $6,395+88.7% | $8,221+46.8% | $4,046+198.3% |
| Admin fee / account holder | $259 | $651-60.2% | $12,045-97.8% | $626-58.6% |