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 | $210,311 |
PRIVATE ADVISOR GROUP LLC5+ years Filed as: PRIVATE ADVISOR GROUP Service code 27 65 MADISON AVE, STE 300 · MORRISTOWN, NJ 07960 | Advisory (Plan) | $56,729 |
APPLIED PENSION SERVICES, LLC5+ years Filed as: APPLIED PENSION SERVICES Service code 11 200 MOTOR PARKWAY · HAUPPAUGE, NY 11788 | Actuarial | $14,182 |
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 | $48,450 | $79,519-39.1% | $95,952-49.5% | $73,409-34.0% |
| Participation rate | 93.7% | 81.2%+12.5pp | 77.1%+16.6pp | 72.2%+21.5pp |
| Annual return | 17.42% | 19.20%-1.8pp | 91.61%-74.2pp | 59.29%-41.9pp |
| Employer contribution / active EE | $1,419 | $2,048-30.7% | $2,541-44.2% | $2,234-36.5% |
| Participant deferral / active EE | $4,780 | $4,138+15.5% | $4,167+14.7% | $3,805+25.6% |
| Admin fee / account holder | $236 | $184+27.9% | $6,795-96.5% | $158+49.3% |