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 |
|---|---|---|
REILLY, PENNER & BENTON LLP2 years Service code 10 · EIN 39-0747409 | Accounting | $56,683 |
Filed as: JOHN HANCOCK TRUST COMPANY Service code 15 · EIN 01-0233346 | Recordkeeping | $43,896 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $63,333 | $100,801-37.2% | $149,696-57.7% | $73,409-13.7% |
| Participation rate | 86.2% | 77.7%+8.5pp | 82.5%+3.7pp | 72.2%+14.0pp |
| Annual return | 34.16% | 265.34%-231.2pp | 276.60%-242.4pp | 59.29%-25.1pp |
| Employer contribution / active EE | $1,509 | $3,312-54.4% | $4,644-67.5% | $2,234-32.4% |
| Participant deferral / active EE | $4,514 | $6,404-29.5% | $6,842-34.0% | $3,805+18.6% |
| Admin fee / account holder | $368 | $181+103.8% | $9,309-96.0% | $158+133.3% |