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 |
|---|---|---|
SECURITIES AMERICA INC4 years Filed as: SECURITIES AMERICA ADVISORS Service code 26 · EIN 47-0648506 12325 PORT GRACE BOU · LA VISTA, NE 68128 | Advisory (Participants) | $11,724 |
VRAKAS S.C.3 years Service code 10 · EIN 39-1453055 | Accounting | $9,000 |
Filed as: JOHN HANCOCK LIFE INSURANCE Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $3,262 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,671 | $65,435-65.4% | $86,677-73.8% | $66,914-66.1% |
| Participation rate | 75.7% | 75.5%+0.3pp | 76.6%-0.9pp | 69.8%+5.9pp |
| Annual return | -17.02% | -10.89%-6.1pp | 35.91%-52.9pp | 1.58%-18.6pp |
| Employer contribution / active EE | $1,179 | $2,153-45.2% | $2,836-58.4% | $2,544-53.7% |
| Participant deferral / active EE | $2,991 | $4,100-27.0% | $4,656-35.7% | $4,237-29.4% |
| Admin fee / account holder | $222 | $642-65.4% | $7,493-97.0% | $593-62.6% |