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 |
|---|---|---|
JOHN HANCOCK LIFE INSURANCE COMPANY11+ years Service code 15 · EIN 01-0233346 | Recordkeeping | $84,333 |
Filed as: ALLIANT RETIREMENT SERVICES, INC. Service code 26 · EIN 33-0785439 1301 DOVE ST. · NEWPORT BEACH, CA 92660 | Advisory (Participants) | $37,795 |
Filed as: MANSPERGER PATTERSON & MCMULLIN, PL Service code 10 · EIN 86-0751928 | Accounting | $7,500 |
S. HEMBREE1 year Filed as: HEMBREE TPA, INC. Service code 14 · EIN 47-3722740 13660 N. 94TH DRIVE · PEORIA, AZ 85381 | Plan Administrator | $5,838 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,370 | $50,982+65.5% | $154,803-45.5% | $85,563-1.4% |
| Participation rate | 33.1% | 59.8%-26.7pp | 78.1%-45.0pp | 66.0%-32.9pp |
| Annual return | 14.29% | 30.35%-16.1pp | 58.88%-44.6pp | 31.51%-17.2pp |
| Employer contribution / active EE | $0 | $1,708-100.0% | $4,305-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $6,500 | $2,474+162.7% | $5,540+17.3% | $4,375+48.6% |
| Admin fee / account holder | $308 | $846-63.6% | $14,329-97.9% | $834-63.1% |