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: FRANK M VACCARO & ASSOCIATES Service code 13 · EIN 23-2148108 | Contract Administrator | $43,100 |
Filed as: JOHN HANCOCK RETIREMENT SERVICES Service code 15 PO BOX 219247 · KANSAS CITY, MO 64121 | Recordkeeping | $32,434 |
ANDCO CONSULTING1 year Service code 17 531 WEST MORSE BLVD · WINTER PARK, FL 32789 | Pension Consulting | $28,125 |
PACKER THOMAS3 years Service code 10 · EIN 34-1667340 | Accounting | $24,212 |
MEYER, UNKOVIC & SCOTT4 years Filed as: MEYER, UNKOVIC & SCOTT LLP Service code 29 · EIN 25-1008021 | Legal | $22,067 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,026 | $66,051+16.6% | $92,893-17.1% | $77,787-1.0% |
| Participation rate | 100.0% | 81.0%+19.0pp | 76.0%+24.0pp | 73.2%+26.8pp |
| Annual return | 19.74% | 20.69%-0.9pp | 109.41%-89.7pp | 32.57%-12.8pp |
| Employer contribution / active EE | $4,739 | $3,426+38.3% | $3,653+29.7% | $2,504+89.2% |
| Participant deferral / active EE | $0 | $3,013-100.0% | $4,236-100.0% | $3,967-100.0% |
| Admin fee / account holder | $195 | $148+31.8% | $5,794-96.6% | $100+94.8% |