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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.
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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 Service code 64 · EIN 01-0233346 | Recordkeeping Fees | $46,893 |
BROADLEAF PARTNERS LLC2 years Service code 27 · EIN 20-3476190 | Advisory (Plan) | $28,057 |
MEADEN & MOORE, LTD.1 year Filed as: MEADEN AND MOORE Service code 10 · EIN 34-1818258 | Accounting | $13,500 |
CLEARSTEAD ADVISORS, LLC1 year Filed as: CLEARSTEAD ADVISORS LLC Service code 27 · EIN 87-3258080 | Advisory (Plan) | $8,750 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $254,331 | $77,503+228.2% | $100,391+153.3% | $80,856+214.5% |
| Participation rate | 100.0% | 76.9%+23.1pp | 81.5%+18.5pp | 67.6%+32.4pp |
| Annual return | 19.02% | 37.20%-18.2pp | 49.20%-30.2pp | 35.59%-16.6pp |
| Employer contribution / active EE | $2,187 | $2,801-21.9% | $3,942-44.5% | $2,755-20.6% |
| Participant deferral / active EE | $8,658 | $6,820+27.0% | $8,082+7.1% | $4,296+101.6% |
| Admin fee / account holder | $784 | $5,897-86.7% | $7,899-90.1% | $6,918-88.7% |