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 Service code 15 · EIN 01-0233346 | Recordkeeping | $361,483 |
MEKETA INVESTMENT GROUP6+ years Service code 27 · EIN 04-2659023 | Advisory (Plan) | $71,000 |
KOVITZ INVESTMENT GROUP4 years Filed as: KOVITZ SECURITIES LLC Service code 28 · EIN 91-2198169 | Investment Management | $60,582 |
JPMORGAN INVEST HOLDINGS LLC6+ years Filed as: CHEVY CHASE TRUST COMPANY Service code 28 · EIN 52-2037618 | Investment Management | $60,442 |
TIC INTERNATIONAL CORPORATION6+ years Service code 14 · EIN 13-2600875 | Plan Administrator | $26,366 |
LEGACY PROFESSIONALS LLP6+ years Service code 10 · EIN 32-0043599 | Accounting | $22,995 |
ASHER, GITTLER & D'ALBA, LTD.6+ years Service code 29 · EIN 36-2786883 | Legal | $10,404 |
BAYVIEW DBA UNION SERVICES AGENCY6+ years Service code 22 · EIN 38-3297465 | Insurance Broker | $8,332 |
AMALGAMATED BANK6+ years Service code 28 · EIN 13-4920330 | Investment Management | $5,082 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $66,893 | $88,770-24.6% | $109,143-38.7% | $93,030-28.1% |
| Participation rate | 100.0% | 81.5%+18.5pp | 75.9%+24.1pp | 73.9%+26.1pp |
| Annual return | 28.72% | 60.64%-31.9pp | 25.75%+3.0pp | 158.70%-130.0pp |
| Employer contribution / active EE | $5,108 | $3,780+35.1% | $3,722+37.2% | $2,706+88.8% |
| Participant deferral / active EE | $273 | $3,630-92.5% | $4,653-94.1% | $4,562-94.0% |
| Admin fee / account holder | $400 | $172+132.4% | $6,752-94.1% | $152+164.0% |