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 9-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 |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SRVS Service code 15 · EIN 01-0233346 | Recordkeeping | $171,667 |
PRIVATE ADVISOR GROUP LLC4+ years Filed as: PRIVATE ADVISOR GROUP Service code 27 65 MADISON AVE, STE 300 · MORRISTOWN, NJ 07960 | Advisory (Plan) | $53,285 |
APPLIED PENSION SERVICES, LLC4+ years Filed as: APPLIED PENSION SERVICES Service code 11 200 MOTOR PARKWAY · HAUPPAUGE, NY 11788 | Actuarial | $12,560 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $40,396 | $105,247-61.6% | $87,100-53.6% | $77,787-48.1% |
| Participation rate | 95.1% | 85.8%+9.3pp | 76.9%+18.2pp | 73.2%+21.9pp |
| Annual return | 23.38% | 24.52%-1.1pp | 28.19%-4.8pp | 32.57%-9.2pp |
| Employer contribution / active EE | $1,517 | $2,895-47.6% | $2,521-39.8% | $2,504-39.4% |
| Participant deferral / active EE | $4,649 | $5,060-8.1% | $4,049+14.8% | $3,967+17.2% |
| Admin fee / account holder | $193 | $104+84.6% | $7,497-97.4% | $100+92.8% |