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: JOHN HANCOCK RETIREMENT SERVICE Service code 15 · EIN 01-0233346 | Recordkeeping | $84,342 |
THE SEGAL COMPANY6+ years Service code 16 · EIN 13-1835864 | Consulting | $33,000 |
BONADIO & CO., LLP4 years Service code 10 · EIN 16-1131146 | Accounting | $28,449 |
BENESYS, INC.6+ years Service code 49 700 TOWER DRIVE, SUITE 300 · TROY, NY 48098 | Other Services | $12,084 |
HARTER SECREST & EMERY LLP3 years Filed as: HARTER SECREST & EMERY, LLP Service code 29 · EIN 16-0766162 | Legal | $11,533 |
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 | $179,931 | $88,770+102.7% | $109,143+64.9% | $93,030+93.4% |
| Participation rate | 100.0% | 81.5%+18.5pp | 75.9%+24.1pp | 73.9%+26.1pp |
| Annual return | 40.97% | 60.64%-19.7pp | 25.75%+15.2pp | 158.70%-117.7pp |
| Employer contribution / active EE | $4,944 | $3,780+30.8% | $3,722+32.8% | $2,706+82.7% |
| Participant deferral / active EE | $0 | $3,630-100.0% | $4,653-100.0% | $4,562-100.0% |
| Admin fee / account holder | $223 | $172+29.4% | $6,752-96.7% | $152+47.1% |