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 RETIREMENT PLAN Service code 15 · EIN 13-3646501 PO BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $107,995 |
PATH ADMINISTRATORS3+ years Service code 13 · EIN 46-1226464 4785 LINGLESTOWN RD, STE 200 · HARRISBURG, PA 171120480 | Contract Administrator | $29,877 |
Filed as: CAPTRUST FINANCIAL PARTNERS LLC Service code 27 · EIN 26-0058143 4208 SIX FORKS ROAD, STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $24,307 |
MEYER, UNKOVIC & SCOTT1 year Filed as: MEYER UNKOVIC SCOTT Service code 29 535 SMITHFIELD STREET SUITE 1300 · PITTSBURGH, PA 15222 | Legal | $13,054 |
ALAN ROSS & COMPANY, PC3+ years Service code 10 · EIN 20-5367494 10 HEARTHSTONE CT, STE 100 · READING, PA 19606 | Accounting | $8,000 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $58,155 | $56,443+3.0% | $83,848-30.6% | $55,725+4.4% |
| Participation rate | 100.0% | 72.0%+28.0pp | 76.1%+23.9pp | 70.9%+29.1pp |
| Annual return | 10.82% | 393.67%-382.9pp | 850.88%-840.1pp | 244.93%-234.1pp |
| Employer contribution / active EE | $3,227 | $2,682+20.3% | $3,631-11.1% | $2,078+55.3% |
| Participant deferral / active EE | $235 | $2,965-92.1% | $4,082-94.2% | $3,356-93.0% |
| Admin fee / account holder | $391 | $156+150.1% | $5,478-92.9% | $115+239.3% |