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 5-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 Service code 15 · EIN 01-0234446 | Recordkeeping | $100,304 |
GRAY, GRAY & GRAY2 years Filed as: GRAY, GRAY & GRAY LLP Service code 10 · EIN 04-2088368 150 ROYALL STREET · CANTON, MA 02021 | Accounting | $13,000 |
LION STREET ADVISORS LLC3+ years Filed as: LION STREET ADVISORS Service code 27 515 CONGRESS AVE · AUSTIN, TX 78701 | Advisory (Plan) | $12,000 |
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 | $31,767 | $46,292-31.4% | $143,757-77.9% | $64,808-51.0% |
| Participation rate | 94.8% | 64.2%+30.6pp | 80.3%+14.5pp | 71.5%+23.3pp |
| Annual return | -15.18% | -10.05%-5.1pp | -0.04%-15.1pp | 32.82%-48.0pp |
| Employer contribution / active EE | $2,326 | $1,910+21.8% | $4,951-53.0% | $2,506-7.2% |
| Participant deferral / active EE | $6,217 | $2,646+135.0% | $5,637+10.3% | $4,310+44.2% |
| Admin fee / account holder | $288 | $154+87.2% | $14,673-98.0% | $188+53.3% |