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 LLC6 years Filed as: BEACON ADMINISTRATORS & CONSULTANTS Service code 12 · EIN 83-1544721 | Recordkeeping and information managem... | $104,908 |
NOVAK FRANCELLA LLC4 years Filed as: NOVAK FRANCELLA, LLC Service code 10 · EIN 61-1436956 | Accounting | $54,545 |
MORGAN STANLEY SMITH BARNEY5 years Filed as: MORGAN STANLEY-GRAYSTONE CONSULTING Service code 28 · EIN 22-0033315 | Investment Management | $40,000 |
STEVENS & LEE3 years Filed as: STEVENS & LEE PC Service code 29 · EIN 23-1886296 | Legal | $12,474 |
CLEARY, JOSEM & TRIGIANI LLP11+ years Service code 29 · EIN 23-2657967 | Legal | $10,961 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SRVCS. Service code 27 · EIN 01-0233346 | Advisory (Plan) | $6,406 |
PNC BANK, N.A.1 year Service code 18 · EIN 22-1146430 | Direct payment from the plan; Custodi... | $6,287 |
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 | $38,155 | $57,831-34.0% | $82,389-53.7% | $85,563-55.4% |
| Participation rate | 73.7% | 55.0%+18.7pp | 69.5%+4.1pp | 66.0%+7.7pp |
| Annual return | 9.47% | 17.86%-8.4pp | 28.67%-19.2pp | 31.51%-22.0pp |
| Employer contribution / active EE | $4,156 | $1,643+153.0% | $2,517+65.1% | $2,654+56.6% |
| Participant deferral / active EE | $0 | $3,118-100.0% | $4,155-100.0% | $4,375-100.0% |
| Admin fee / account holder | $136 | $1,391-90.3% | $7,231-98.1% | $834-83.8% |