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 | $143,106 |
PATH ADMINISTRATORS5+ years Service code 13 · EIN 46-1226464 3461 MARKET STREET, STE 102 · CAMP HILL, PA 17011 | Contract Administrator | $42,471 |
Filed as: GRAYSTONE INVESTMENT GROUP Service code 28 3001 N ROCKY POINT DR E 200 · TAMPA, FL 33607 | Investment Management | $30,000 |
MEYER, UNKOVIC & SCOTT3 years Filed as: MEYER UNKOVIC SCOTT Service code 29 535 SMITHFIELD STREET SUITE 1300 · PITTSBURGH, PA 15222 | Legal | $13,538 |
PACKER THOMAS1 year Service code 10 · EIN 34-1667340 2815 WILMINGTON ROAD, STE 2 · NEW CASTLE, PA 16105 | Accounting | $11,500 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,216 | $91,517-34.2% | $101,248-40.5% | $73,409-18.0% |
| Participation rate | 100.0% | 73.8%+26.2pp | 75.8%+24.2pp | 72.2%+27.8pp |
| Annual return | 8.73% | 17.17%-8.4pp | 46.47%-37.7pp | 59.29%-50.6pp |
| Employer contribution / active EE | $1,910 | $2,877-33.6% | $3,660-47.8% | $2,234-14.5% |
| Participant deferral / active EE | $0 | $3,338-100.0% | $4,370-100.0% | $3,805-100.0% |
| Admin fee / account holder | $460 | $216+113.3% | $5,945-92.3% | $158+191.6% |