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 |
|---|---|---|
Filed as: AEGIS RETIREMENT PARTNERS LLC Service code 49 86 BAKER AVENUE EXT STE 309 · CONCORD, MA 01742 | Other Services | $1,694,618 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH INC Service code 99 · EIN 42-1445429 | Other Fees | $11,471 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 PO BOX 00 · BUFFALO, NY 14201 | Recordkeeping | $64 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $54,098 | $47,126+14.8% | $149,673-63.9% | $74,419-27.3% |
| Participation rate | 39.7% | 63.4%-23.7pp | 78.8%-39.1pp | 70.7%-31.0pp |
| Annual return | 15.53% | 22.75%-7.2pp | 134.42%-118.9pp | 34.38%-18.8pp |
| Employer contribution / active EE | $736 | $1,905-61.4% | $4,818-84.7% | $2,637-72.1% |
| Participant deferral / active EE | $1,999 | $2,728-26.7% | $5,680-64.8% | $4,528-55.9% |
| Admin fee / account holder | $37 | $343-89.2% | $13,210-99.7% | $348-89.3% |