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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.
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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 |
|---|---|---|
PATH ADMINISTRATORS6+ years Service code 13 · EIN 46-1226464 | Contract Administrator | $21,600 |
Filed as: JOHN HANCOCK RETIREMENT PLAN Service code 15 · EIN 13-3646501 | Recordkeeping | $19,588 |
MEYER, UNKOVIC & SCOTT2 years Filed as: MEYER, UNKOVIC & SCOTT LLP Service code 29 · EIN 25-4008021 | Legal | $13,376 |
PACKER THOMAS1 year Service code 10 · EIN 34-1667340 325 EAST WASHINGTON STREET · NEW CASTLE, PA 16101 | Accounting | $9,300 |
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 | $174,371 | $69,362+151.4% | $101,248+72.2% | $73,488+137.3% |
| Participation rate | 100.0% | 68.4%+31.6pp | 75.8%+24.2pp | 70.7%+29.3pp |
| Annual return | 14.92% | 18.46%-3.5pp | 46.47%-31.5pp | 28.51%-13.6pp |
| Employer contribution / active EE | $5,460 | $2,628+107.7% | $3,660+49.2% | $2,270+140.5% |
| Participant deferral / active EE | $0 | $3,300-100.0% | $4,370-100.0% | $3,740-100.0% |
| Admin fee / account holder | $444 | $704-36.9% | $5,945-92.5% | $513-13.5% |