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 | $317,618 |
MORGAN STANLEY SMITH BARNEY9 years Filed as: MORGAN STANLEY GLOBAL BANKING OPS Service code 27 1300 THAMES STREET WHARF · BALTIMORE, MD 21231 | Advisory (Plan) | $100,646 |
CLIFTONLARSONALLEN LLP5 years Service code 10 · EIN 41-0746749 | Accounting | $37,538 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,272 | $128,899-11.3% | $113,168+1.0% | $102,872+11.1% |
| Participation rate | 99.0% | 87.0%+12.0pp | 76.6%+22.4pp | 73.0%+26.0pp |
| Annual return | 20.34% | 15.88%+4.5pp | 24.27%-3.9pp | 19.06%+1.3pp |
| Employer contribution / active EE | $5,108 | $3,713+37.6% | $2,975+71.7% | $3,526+44.8% |
| Participant deferral / active EE | $6,513 | $6,787-4.0% | $5,107+27.5% | $5,535+17.7% |
| Admin fee / account holder | $283 | $129+118.6% | $12,068-97.7% | $292-3.2% |