Filed January 8, 2024
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 TRUST COMPANY LLC Service code 15 · EIN 80-0709115 | Recordkeeping | $100,196 |
Filed as: THE PARAGON ALLIANCE GROUP, LLC Service code 17 · EIN 23-3044062 | Pension Consulting | $11,036 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $66,687 | $54,237+23.0% | $90,281-26.1% | $67,579-1.3% |
| Participation rate | 91.5% | 68.6%+22.9pp | 73.3%+18.2pp | 71.3%+20.2pp |
| Annual return | 19.30% | 37.27%-18.0pp | 78.10%-58.8pp | 378.56%-359.3pp |
| Employer contribution / active EE | $1,403 | $1,846-24.0% | $2,854-50.8% | $2,148-34.7% |
| Participant deferral / active EE | $2,296 | $2,625-12.5% | $3,885-40.9% | $3,539-35.1% |
| Admin fee / account holder | $304 | $123+146.3% | $5,351-94.3% | $142+113.6% |