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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.
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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 |
|---|---|---|
NORTHSTAR FIDUCIARY PARTNERS3 years Service code 26 · EIN 30-0132728 | Advisory (Participants) | $2,888 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $500 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return 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 | $105,501 | $81,625+29.2% | $167,512-37.0% | $74,304+42.0% |
| Participation rate | 100.0% | 60.0%+40.0pp | 77.1%+22.9pp | 60.3%+39.7pp |
| Annual return | 13.66% | 26.09%-12.4pp | 1615.79%-1602.1pp | 29.43%-15.8pp |
| Employer contribution / active EE | $12,425 | $2,010+518.1% | $3,882+220.1% | $2,241+454.4% |
| Participant deferral / active EE | $0 | $4,115-100.0% | $6,405-100.0% | $3,767-100.0% |
| Admin fee / account holder | $395 | $3,474-88.6% | $9,769-96.0% | $2,969-86.7% |