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 19 200 BERKELEY ST · BOSTON, MA 02116 | Securities Custodian | $27,499 |
YURCHYK & DAVIS CPA'S, INC.11+ years Service code 10 · EIN 34-1638235 | Accounting | $12,900 |
UBS FINANCIAL SERVICES INC6 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 16 1285 6TH AVENUE · NEW YORK, NY 10019 | Consulting | $12,000 |
HEALTHSCOPE BENEFITS6 years Filed as: HEALTHSCOPE BENEFITS, INC. Service code 13 27 CORPORATE HILL DR · LITTLE ROCK, AR 72205 | Contract Administrator | $11,446 |
MACALA & PIATT, LLC11+ years Service code 29 601 S. MAIN STREET · NORTH CANTON, OH 44720 | Legal | $6,820 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,730 | $86,944-19.8% | $107,525-35.1% | $74,304-6.2% |
| Participation rate | 90.4% | 59.6%+30.9pp | 75.1%+15.3pp | 60.3%+30.1pp |
| Annual return | 16.13% | 23.52%-7.4pp | 181.32%-165.2pp | 29.43%-13.3pp |
| Employer contribution / active EE | $6,073 | $2,757+120.3% | $3,754+61.8% | $2,241+171.0% |
| Participant deferral / active EE | $0 | $3,554-100.0% | $5,116-100.0% | $3,767-100.0% |
| Admin fee / account holder | $764 | $3,727-79.5% | $8,919-91.4% | $2,969-74.3% |