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 PLAN SVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $108,666 |
Filed as: KRONICK, KALADA BERDY AND CO Service code 10 190 LATHROP ST · KINGSTON, PA 18704 | Accounting | $10,900 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $12,253 | $47,898-74.4% | $117,472-89.6% | $64,808-81.1% |
| Participation rate | 92.4% | 61.9%+30.6pp | 70.6%+21.9pp | 71.5%+21.0pp |
| Annual return | -17.02% | -15.54%-1.5pp | 29.74%-46.8pp | 32.82%-49.8pp |
| Employer contribution / active EE | $408 | $1,774-77.0% | $4,176-90.2% | $2,506-83.7% |
| Participant deferral / active EE | $2,300 | $3,151-27.0% | $4,070-43.5% | $4,310-46.6% |
| Admin fee / account holder | $122 | $132-7.8% | $5,645-97.8% | $188-35.3% |