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 |
|---|---|---|
GEORGE JOHNSON & COMPANY7+ years Filed as: GEORGE MCKELVEY CO., INC. Service code 27 529 WASHINGTON BLVD. · SEA GIRT, NJ 08750 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $392,431 | $61,156+541.7% | $185,823+111.2% | $79,386+394.3% |
| Participation rate | 100.0% | 66.6%+33.4pp | 81.7%+18.3pp | 70.7%+29.3pp |
| Annual return | 11.69% | 19.45%-7.8pp | 122.05%-110.4pp | 116.85%-105.2pp |
| Employer contribution / active EE | $10,467 | $2,321+351.1% | $5,167+102.6% | $2,427+331.2% |
| Participant deferral / active EE | $5,493 | $2,789+97.0% | $5,568-1.3% | $4,046+35.8% |
| Admin fee / account holder | $1,433 | $710+102.0% | $16,237-91.2% | $626+128.8% |