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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 SVC Service code 15 · EIN 01-0233346 | Recordkeeping | $524,699 |
TRI-STATE ADMINISTRATORS INC6+ years Service code 13 · EIN 22-3478819 | Contract Administrator | $133,728 |
SCHULTHEIS & PANETTIERI, LLP6+ years Service code 10 · EIN 13-1577780 | Accounting | $44,000 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY SMITH BARNEY, LLC Service code 27 · EIN 20-8764829 | Advisory (Plan) | $18,289 |
O'BRIEN BELLAND & BUSHINSKY6+ years Filed as: O'BRIEN, BELLAND & BUSHINSKY Service code 29 · EIN 37-1467056 | Legal | $13,392 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,150 | $29,516-92.7% | $77,482-97.2% | $90,288-97.6% |
| Participation rate | 100.0% | 33.7%+66.3pp | 54.2%+45.8pp | 73.4%+26.6pp |
| Annual return | 7.32% | 231.18%-223.9pp | 54.79%-47.5pp | 53.97%-46.7pp |
| Employer contribution / active EE | $617 | $381+62.0% | $986-37.5% | $2,524-75.6% |
| Participant deferral / active EE | $0 | $944-100.0% | $1,861-100.0% | $4,232-100.0% |
| Admin fee / account holder | $65 | $106-39.1% | $2,858-97.7% | $114-43.4% |