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 |
|---|---|---|
LEGACY ADVISORS LLC2 years Filed as: LEGACY ADVISORS Service code 26 401 PLYMOUTH ROAD · PLYMOUTH MEETING, PA 19462 | Advisory (Participants) | $22,978 |
Filed as: JOHN HANCOCK LIFE INS. CO. U.S.A. Service code 15 · EIN 01-0233346 | Recordkeeping | $811 |
Filed as: THE PARAGON ALLIANCE GROUP, LLC Service code 13 · EIN 23-3044062 | Contract Administrator | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $60,393 | $48,576+24.3% | $169,463-64.4% | $56,287+7.3% |
| Participation rate | 51.3% | 65.8%-14.5pp | 77.8%-26.5pp | 69.9%-18.5pp |
| Annual return | -4.06% | -2.51%-1.5pp | 1.83%-5.9pp | -9.96%+5.9pp |
| Employer contribution / active EE | $510 | $1,559-67.3% | $4,159-87.7% | $2,111-75.8% |
| Participant deferral / active EE | $2,823 | $3,275-13.8% | $5,277-46.5% | $3,350-15.7% |
| Admin fee / account holder | $43 | $435-90.0% | $9,109-99.5% | $521-91.7% |