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 Service code 28 690 CANTON STREET · WESTWOOD, MA 02090 | Investment Management | $393,070 |
SHEET METAL CONTROL BOARD9+ years Filed as: SHEET METAL WORKERS NATIONAL PENSIO Service code 10 · EIN 52-6112463 3180 FAIRVIEW PARK DRIVE, SUITE 400 · FALLS CHURCH, VA 22042 | Accounting | $310,297 |
Filed as: MOONEY, GREEN, SAINDON, MURPHY Service code 29 1920 L ST NW SUITE 400 · WASHINGTON, DC 20002 | Legal | $75,885 |
MORGAN STANLEY SMITH BARNEY9+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 26-4310632 1585 BROADWAY · NEW YORK, NY 10019 | Advisory (Plan) | $50,000 |
CALIBRE CPA GROUP PLLC9+ years Service code 10 · EIN 47-0900880 7501 WISCONSIN AVE, SUITE 1200 WEST · BETHESDA, MD 20814 | Accounting | $32,700 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,599 | $55,730-79.2% | $96,683-88.0% | $96,393-88.0% |
| Participation rate | 98.8% | 82.8%+16.0pp | 74.3%+24.5pp | 71.3%+27.5pp |
| Annual return | 12.55% | 12.78%-0.2pp | 35.69%-23.1pp | 22.88%-10.3pp |
| Employer contribution / active EE | $638 | $4,014-84.1% | $3,737-82.9% | $3,238-80.3% |
| Participant deferral / active EE | $513 | $3,393-84.9% | $4,878-89.5% | $5,455-90.6% |
| Admin fee / account holder | $75 | $105-28.6% | $6,730-98.9% | $74+2.0% |