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 |
|---|---|---|
LPL FINANCIAL5 years Service code 26 · EIN 04-3046611 | Advisory (Participants) | $56,011 |
Filed as: JOHN HANCOCK TRUST COMPANY LLC Service code 15 · EIN 01-0233346 | Recordkeeping | $49,511 |
Filed as: PPG RETIREMENT PLAN SERVICES, LTD Service code 14 · EIN 39-1915811 | Plan Administrator | $7,543 |
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 | $50,616 | $40,385+25.3% | $80,569-37.2% | $74,419-32.0% |
| Participation rate | 96.4% | 47.4%+48.9pp | 67.0%+29.4pp | 70.7%+25.6pp |
| Annual return | 20.48% | 164.85%-144.4pp | 935.43%-915.0pp | 34.38%-13.9pp |
| Employer contribution / active EE | $1,574 | $1,496+5.2% | $2,723-42.2% | $2,637-40.3% |
| Participant deferral / active EE | $5,805 | $2,674+117.1% | $4,447+30.5% | $4,528+28.2% |
| Admin fee / account holder | $333 | $720-53.8% | $5,377-93.8% | $348-4.4% |