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 FINANCIAL6 years Service code 26 · EIN 04-3046611 | Advisory (Participants) | $64,794 |
Filed as: JOHN HANCOCK TRUST COMPANY LLC Service code 15 · EIN 01-0233346 | Recordkeeping | $45,530 |
Filed as: PPG RETIREMENT PLAN SERVICES, LTD Service code 14 · EIN 39-1915811 | Plan Administrator | $9,398 |
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 | $57,020 | $45,031+26.6% | $84,966-32.9% | $77,643-26.6% |
| Participation rate | 100.0% | 48.7%+51.3pp | 67.5%+32.5pp | 70.6%+29.4pp |
| Annual return | 16.74% | 79.22%-62.5pp | 66.38%-49.6pp | 31.24%-14.5pp |
| Employer contribution / active EE | $1,288 | $1,609-19.9% | $2,727-52.8% | $2,726-52.7% |
| Participant deferral / active EE | $6,046 | $2,807+115.3% | $4,519+33.8% | $4,647+30.1% |
| Admin fee / account holder | $329 | $912-63.9% | $6,149-94.7% | $430-23.6% |