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 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: SEACREST WEALTH MANAGEMENT, LLC Service code 26 · EIN 26-2338030 3000 WESTCHESTER AVENUE, SUITE 206 · PURCHASE, NY 10577 | Advisory (Participants) | $19,167 |
Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $280 |
Filed as: JOHN HANCOCK LIFE INSUARNCE COMPANY Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,196 | $58,320+143.8% | $86,436+64.5% | $66,914+112.5% |
| Participation rate | 79.0% | 78.6%+0.4pp | 80.3%-1.3pp | 69.8%+9.2pp |
| Annual return | -16.01% | -9.71%-6.3pp | 4394.89%-4410.9pp | 1.58%-17.6pp |
| Employer contribution / active EE | $3,483 | $2,615+33.2% | $3,769-7.6% | $2,544+36.9% |
| Participant deferral / active EE | $6,519 | $6,899-5.5% | $6,952-6.2% | $4,237+53.9% |
| Admin fee / account holder | $560 | $546+2.5% | $6,731-91.7% | $593-5.7% |