See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK LIFE INS. COMPANY Service code 15 · EIN 01-0233346 | Recordkeeping | $214 |
COMPREHENSIVE FINANCIAL PLANNING3+ years Filed as: COMPREHENSIVE BROKERAGE SVCS, INC Service code 26 300 CONSHOHOCKEN STATE ROAD · WEST CONSHOHOCKEN, PA 19428 | Advisory (Participants) | $0 |
Filed as: THE PARAGON ALLIANCE GROUP, LLC Service code 17 · EIN 23-3044062 | Pension Consulting | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,172 | $71,192+44.9% | $117,854-12.5% | $62,292+65.6% |
| Participation rate | 78.7% | 74.2%+4.5pp | 79.7%-1.0pp | 69.5%+9.2pp |
| Annual return | 23.93% | 18.66%+5.3pp | 335.08%-311.2pp | 28.90%-5.0pp |
| Employer contribution / active EE | $1,176 | $1,934-39.2% | $3,786-68.9% | $2,042-42.4% |
| Participant deferral / active EE | $3,601 | $3,189+12.9% | $4,482-19.7% | $3,169+13.6% |
| Admin fee / account holder | $413 | $587-29.7% | $8,020-94.9% | $479-13.9% |