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 PLAN SERVIC Service code 15 · EIN 01-0233346 | Recordkeeping | $214,503 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 11-3658445 | Advisory (Plan) | $75,000 |
DAVID RAY9 years Service code 14 · EIN 35-1501496 | Plan Administrator | $72,055 |
ASCENSUS LLC1 year Filed as: LEDBETTER PARTNERS, LLC Service code 29 · EIN 03-0599899 | Legal | $39,560 |
LEGACY PROFESSIONALS LLP5 years Service code 10 · EIN 32-0043599 | Accounting | $36,862 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,070 | $103,641-14.1% | $107,525-17.2% | $102,872-13.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.1%+24.9pp | 73.0%+27.0pp |
| Annual return | 10.46% | 13.08%-2.6pp | 181.32%-170.9pp | 19.06%-8.6pp |
| Employer contribution / active EE | $5,290 | $5,096+3.8% | $3,754+40.9% | $3,526+50.0% |
| Participant deferral / active EE | $79 | $3,789-97.9% | $5,116-98.5% | $5,535-98.6% |
| Admin fee / account holder | $195 | $276-29.5% | $8,919-97.8% | $292-33.4% |