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 |
|---|---|---|
PRIVATE ADVISOR GROUP LLC5+ years Filed as: PRIVATE ADVISOR GROUP Service code 26 · EIN 39-1185892 | Advisory (Participants) | $59,432 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SERVIC Service code 15 · EIN 01-0233346 | Recordkeeping | $19,071 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,808 | $50,666+106.9% | $76,817+36.4% | $65,185+60.8% |
| Participation rate | 98.9% | 68.8%+30.1pp | 72.1%+26.8pp | 70.2%+28.7pp |
| Annual return | 26.69% | 28.51%-1.8pp | 1166.11%-1139.4pp | 29.38%-2.7pp |
| Employer contribution / active EE | $5,493 | $1,575+248.8% | $2,302+138.6% | $2,177+152.3% |
| Participant deferral / active EE | $4,322 | $2,647+63.3% | $3,336+29.6% | $3,514+23.0% |
| Admin fee / account holder | $383 | $463-17.3% | $6,420-94.0% | $847-54.8% |