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 6-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 |
|---|---|---|
GLADING GROUP1+ years Service code 17 · EIN 71-0912527 | Pension Consulting | $59,666 |
BOND ANDIOLA & COMPANY1+ years Service code 10 · EIN 22-3205275 | Accounting | $20,963 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SVCS. Service code 15 · EIN 01-0233346 | Recordkeeping | $13,568 |
CHUBB1+ years Filed as: CHUBB GROUP OF INSURANCE COMPANIES Service code 23 15 MOUNTAIN VIEW ROAD · WARREN, NJ 070596711 | Insurance services | $12,405 |
Filed as: NEW YORK LIFE INVESTMENT MANAGEMENT Service code 15 · EIN 52-2206685 | Recordkeeping | $11,006 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $92,314 | $55,182+67.3% | $73,307+25.9% | $55,191+67.3% |
| Participation rate | 90.8% | 73.9%+16.8pp | 74.9%+15.9pp | 69.2%+21.6pp |
| Annual return | -0.77% | 8.55%-9.3pp | 5.67%-6.4pp | 10.78%-11.5pp |
| Employer contribution / active EE | $0 | $1,935-100.0% | $3,237-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $3,499 | $4,641-24.6% | $4,991-29.9% | $3,046+14.9% |
| Admin fee / account holder | $126 | $68+83.5% | $5,637-97.8% | $91+38.5% |