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 SERVICES Service code 19 · EIN 01-0233346 | Securities Custodian | $110,421 |
UMR2 years Filed as: UMR, INC. Service code 14 · EIN 39-1995276 PO BOX 30546 · SALT LAKE CITY, UT 841300546 | Plan Administrator | $23,400 |
MARINER LLC1 year Filed as: MARINER INSTITUTIONAL, LLC Service code 28 · EIN 59-3676225 | Investment Management | $17,500 |
Filed as: L.M. HENDERSON & COMPANY, LLC Service code 10 · EIN 20-5520612 | Accounting | $14,600 |
THOMPSON HINE3 years Filed as: THE THOMPSON GROUP Service code 23 · EIN 26-3554645 | Insurance services; Direct payment fr... | $6,586 |
JOHNSON & KROL, LLC4 years Service code 29 · EIN 36-4342024 | Legal | $6,297 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,311 | $103,641-28.3% | $107,525-30.9% | $102,872-27.8% |
| Participation rate | 97.8% | 79.4%+18.4pp | 75.1%+22.7pp | 73.0%+24.8pp |
| Annual return | 12.27% | 13.08%-0.8pp | 181.32%-169.0pp | 19.06%-6.8pp |
| Employer contribution / active EE | $3,157 | $5,096-38.1% | $3,754-15.9% | $3,526-10.5% |
| Participant deferral / active EE | $0 | $3,789-100.0% | $5,116-100.0% | $5,535-100.0% |
| Admin fee / account holder | $146 | $276-47.0% | $8,919-98.4% | $292-49.9% |