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 |
|---|---|---|
BEACON POINTE ADVISORS LLC5 years Filed as: BEACON ADMINISTRATORS & CONSULTANTS Service code 12 · EIN 83-1544721 | Claims processing; Direct payment fro... | $113,403 |
NOVAK FRANCELLA LLC3 years Filed as: NOVAK FRANCELLA, LLC Service code 10 · EIN 61-1436956 | Accounting | $43,420 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY-GRAYSTONE CONSULTING Service code 28 · EIN 22-0033315 | Investment Management | $40,000 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SRVCS. Service code 27 · EIN 01-0233346 | Advisory (Plan) | $20,793 |
STEVENS & LEE2 years Filed as: STEVENS & LEE PC Service code 29 · EIN 23-1886296 | Legal | $20,469 |
CLEARY, JOSEM & TRIGIANI LLP10+ years Service code 29 · EIN 23-2657967 | Legal | $10,190 |
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,513 | $55,416-30.5% | $75,972-49.3% | $77,643-50.4% |
| Participation rate | 78.3% | 63.6%+14.7pp | 69.1%+9.2pp | 70.6%+7.7pp |
| Annual return | 6.82% | 17.07%-10.3pp | 359.55%-352.7pp | 31.24%-24.4pp |
| Employer contribution / active EE | $4,026 | $1,788+125.2% | $2,685+50.0% | $2,726+47.7% |
| Participant deferral / active EE | $0 | $3,447-100.0% | $4,255-100.0% | $4,647-100.0% |
| Admin fee / account holder | $154 | $414-62.9% | $6,467-97.6% | $430-64.3% |