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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 |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 13-3646501 | Recordkeeping | $41,426 |
FABIAN & BYRN LLC1 year Filed as: FABIAN & BYRNE Service code 13 425 EAGLE ROCK AVE, STE 105 · ROSELAND, NJ 07068 | Contract Administrator | $22,654 |
PACKER THOMAS3 years Service code 10 · EIN 34-1667340 325 EAST WASHINGTON STREET · NEW CASTLE, PA 16101 | Accounting | $17,157 |
MEYER, UNKOVIC & SCOTT4 years Filed as: MEYER, UNKOVIC & SCOTT LLP Service code 29 · EIN 25-4008021 | Legal | $10,892 |
CAPFINANCIAL PARTNERS LLC4 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $10,500 |
CALIBRE CPA GROUP PLLC1 year Filed as: CALIBRE CPA GROUP Service code 27 · EIN 47-0900990 7501 WISCONSIN AVENUE, 1200 WEST · BETHESDA, MD 20814 | Advisory (Plan) | $7,052 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $160,717 | $64,119+150.7% | $112,228+43.2% | $66,914+140.2% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.1%+24.9pp | 69.8%+30.2pp |
| Annual return | -15.05% | -13.81%-1.2pp | 27.45%-42.5pp | 1.58%-16.6pp |
| Employer contribution / active EE | $6,739 | $3,005+124.2% | $3,635+85.4% | $2,544+164.9% |
| Participant deferral / active EE | $0 | $3,693-100.0% | $4,728-100.0% | $4,237-100.0% |
| Admin fee / account holder | $715 | $625+14.3% | $6,410-88.8% | $593+20.5% |