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 Service code 15 · EIN 01-0233346 | Recordkeeping | $20,764 |
Filed as: RAYMOND JAMES & ASSOCIATES, INC. Service code 27 123 LEE ST. NE · DECATUR, AL 35601 | Advisory (Plan) | $14,734 |
ADP BROKER-DEALER3 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,471 |
ADP BROKER-DEALER3 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Filed as: RAYMOND JAMES Service code 99 | Other Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $37,195 | $52,293-28.9% | $178,490-79.2% | $73,409-49.3% |
| Participation rate | 41.5% | 65.3%-23.8pp | 81.9%-40.4pp | 72.2%-30.6pp |
| Annual return | 14.14% | 34.75%-20.6pp | 151.07%-136.9pp | 59.29%-45.2pp |
| Employer contribution / active EE | $598 | $1,735-65.5% | $5,011-88.1% | $2,234-73.2% |
| Participant deferral / active EE | $1,107 | $2,332-52.5% | $5,202-78.7% | $3,805-70.9% |
| Admin fee / account holder | $176 | $127+38.2% | $13,984-98.7% | $158+11.5% |