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 |
|---|---|---|
RMR WEALTH BUILDERS INC4 years Filed as: RMR WEALTH BUILDERS, INC. Service code 13 · EIN 11-2812983 370 S WASHINGTON AVE · BERGENFIELD, NJ 07621 | Contract Administrator | $54,080 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,469 | $58,926+89.2% | $97,226+14.6% | $74,495+49.6% |
| Participation rate | 91.0% | 63.5%+27.5pp | 72.7%+18.3pp | 67.2%+23.8pp |
| Annual return | 17.00% | 16.04%+1.0pp | 75.13%-58.1pp | 1364.94%-1347.9pp |
| Employer contribution / active EE | $7,169 | $1,894+278.5% | $2,729+162.7% | $2,623+173.3% |
| Participant deferral / active EE | $8,416 | $3,664+129.7% | $4,264+97.4% | $4,346+93.6% |
| Admin fee / account holder | $237 | $1,974-88.0% | $5,654-95.8% | $1,942-87.8% |