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 9-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 SRVS Service code 15 · EIN 01-0233346 | Recordkeeping | $142,231 |
Filed as: RESOURCES INVESTMENT ADVISORS, LLC Service code 27 · EIN 43-1451524 | Advisory (Plan) | $59,997 |
PRIVATE ADVISOR GROUP LLC6+ years Filed as: PRIVATE ADVISOR GROUP Service code 27 65 MADISON AVE, STE 300 · MORRISTOWN, NJ 07960 | Advisory (Plan) | $16,260 |
APPLIED PENSION SERVICES, LLC6+ years Filed as: APPLIED PENSION SERVICES Service code 11 200 MOTOR PARKWAY · HAUPPAUGE, NY 11788 | Actuarial | $13,690 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,746 | $144,996-62.2% | $111,297-50.8% | $93,030-41.2% |
| Participation rate | 94.0% | 86.2%+7.8pp | 77.3%+16.6pp | 73.9%+20.1pp |
| Annual return | 16.97% | 18.26%-1.3pp | 54.65%-37.7pp | 158.70%-141.7pp |
| Employer contribution / active EE | $1,323 | $3,056-56.7% | $2,731-51.5% | $2,706-51.1% |
| Participant deferral / active EE | $4,573 | $5,587-18.2% | $4,487+1.9% | $4,562+0.2% |
| Admin fee / account holder | $188 | $103+81.3% | $7,964-97.6% | $152+23.7% |