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 10-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 |
|---|---|---|
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Filed as: JOHN HANCOCK RETIREMENT PLAN SRVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $43,759 |
BLITMAN & KING10+ years Service code 49 C/O IRON WORKERS LOCAL 60 · SYRACUSE, NY 13204 | Other Services | $35,031 |
IRON-CO-FID-COMPREHENSIVE8 years Filed as: IRON WORKERS LOCAL 60 Service code 50 EDUCATION AND TRAINING FUND · SYRACUSE, NY 13204 | Direct Payment | $28,077 |
UPSTATE ADVISORS GROUP7 years Filed as: UPSTATE ADVISORS, INC. Service code 26 40 HUMBOLDT STREET · ROCHESTER, NY 14609 | Advisory (Participants) | $15,500 |
MASTERPOLE AND MURPHY AGENCY9 years Service code 22 1524 W FAYETTE STREET · SYRACUSE, NY 13204 | Insurance Broker | $11,257 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,827 | $131,799-16.7% | $200,582-45.2% | $85,563+28.4% |
| Participation rate | 71.7% | 87.9%-16.2pp | 86.9%-15.2pp | 66.0%+5.7pp |
| Annual return | 10.24% | 21.59%-11.4pp | 42.33%-32.1pp | 31.51%-21.3pp |
| Employer contribution / active EE | $4,109 | $4,532-9.3% | $6,419-36.0% | $2,654+54.8% |
| Participant deferral / active EE | $0 | $7,702-100.0% | $9,331-100.0% | $4,375-100.0% |
| Admin fee / account holder | $391 | $235+66.5% | $16,305-97.6% | $834-53.1% |