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 |
|---|---|---|
JOHN HANCOCK LIFE INSURANCE COMPANY11+ years Service code 15 · EIN 01-0233346 | Recordkeeping | $57,884 |
YEO & YEO PC5 years Filed as: YEO & YEO P.C. Service code 10 · EIN 38-2706146 | Accounting | $20,000 |
GREAT LAKES ADVISORS, LLC11+ years Filed as: GREAT LAKES PENSION ASSOCIATES, INC Service code 12 · EIN 38-2438760 | Other services; Direct payment from t... | $19,760 |
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 | $196,932 | $86,944+126.5% | $107,525+83.2% | $74,304+165.0% |
| Participation rate | 94.9% | 59.6%+35.3pp | 75.1%+19.8pp | 60.3%+34.5pp |
| Annual return | 15.00% | 23.52%-8.5pp | 181.32%-166.3pp | 29.43%-14.4pp |
| Employer contribution / active EE | $6,203 | $2,757+125.0% | $3,754+65.2% | $2,241+176.8% |
| Participant deferral / active EE | $11,210 | $3,554+215.4% | $5,116+119.1% | $3,767+197.6% |
| Admin fee / account holder | $486 | $3,727-87.0% | $8,919-94.6% | $2,969-83.6% |