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 |
|---|---|---|
Filed as: JOHN HANCOCK LIFE INSURANCE Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $52,552 |
Filed as: TRANSAMERICA FINANCIAL Service code 15 · EIN 36-6071399 440 MAMARONECK AVE. · HARRISON, NY 10528 | Recordkeeping | $31,637 |
MORGAN STANLEY SMITH BARNEY5 years Filed as: SBHU/MORGAN STANLEY SMITH BARNEY LL Service code 22 | Insurance Broker | $16,929 |
Filed as: PPG RETIREMENT PLAN SERVICES Service code 15 · EIN 39-1915811 5117 GREEN BAY ROAD, STE B · KENOSHA, WI 53144 | Recordkeeping | $2,307 |
MORGAN STANLEY SMITH BARNEY6 years Filed as: SBHU/MORGAN STANLEY SMITH BARNEY Service code 22 · EIN 13-2896238 700 READ BROOK BLVD · OWING MILLS, MD 21117 | Insurance Broker | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,333 | $56,767-58.9% | $101,794-77.1% | $85,563-72.7% |
| Participation rate | 86.4% | 57.6%+28.8pp | 69.2%+17.2pp | 66.0%+20.4pp |
| Annual return | 13.19% | 17.76%-4.6pp | 30.53%-17.3pp | 31.51%-18.3pp |
| Employer contribution / active EE | $245 | $1,112-78.0% | $2,289-89.3% | $2,654-90.8% |
| Participant deferral / active EE | $1,713 | $2,720-37.0% | $4,084-58.1% | $4,375-60.8% |
| Admin fee / account holder | $214 | $1,098-80.5% | $8,777-97.6% | $834-74.3% |