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 |
|---|---|---|
AMERICAN FUNDS3 years Filed as: CAPITAL ADVISORY GROUP, LLC Service code 26 · EIN 27-4633600 | Advisory (Participants) | $21,628 |
GREAT LAKES ADVISORS, LLC7 years Filed as: GREAT LAKES PENSION ASSOCIATES, INC Service code 12 · EIN 38-2438760 | Claims processing; Participant loan p... | $4,125 |
JOHN HANCOCK LIFE INSURANCE COMPANY11+ years Filed as: JOHN HANCOCK LIFE INSURANCE CO. Service code 15 · EIN 01-0233346 | Recordkeeping | $1,686 |
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.
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 | $62,349 | $95,803-34.9% | $113,168-44.9% | $84,808-26.5% |
| Participation rate | 81.7% | 72.9%+8.9pp | 76.6%+5.2pp | 68.3%+13.4pp |
| Annual return | 15.30% | 25.00%-9.7pp | 24.27%-9.0pp | 40.90%-25.6pp |
| Employer contribution / active EE | $228 | $2,360-90.3% | $2,975-92.3% | $2,631-91.3% |
| Participant deferral / active EE | $1,942 | $4,242-54.2% | $5,107-62.0% | $4,212-53.9% |
| Admin fee / account holder | $504 | $8,989-94.4% | $12,068-95.8% | $7,344-93.1% |