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 |
|---|---|---|
SECURITIES AMERICA INC7 years Filed as: SECURITIES AMERICA ADVISORS Service code 26 · EIN 47-0648506 12325 PORT GRACE BLVD. · LA VISTA, NE 68128 | Advisory (Participants) | $53,051 |
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Filed as: JOHN HANCOCK LIFE INSURANCE Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $38,659 |
Filed as: PPG RETIREMENT PLAN SERVICES Service code 15 · EIN 39-1915811 5117 GREEN BAY ROAD SUITE B · KENOSHA, WI 53144 | Recordkeeping | $5,895 |
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 | $84,319 | $92,055-8.4% | $106,213-20.6% | $77,643+8.6% |
| Participation rate | 86.1% | 81.0%+5.1pp | 75.3%+10.8pp | 70.6%+15.5pp |
| Annual return | 15.93% | 17.91%-2.0pp | 116.14%-100.2pp | 31.24%-15.3pp |
| Employer contribution / active EE | $2,146 | $3,367-36.3% | $3,171-32.3% | $2,726-21.3% |
| Participant deferral / active EE | $6,980 | $5,386+29.6% | $5,016+39.2% | $4,647+50.2% |
| Admin fee / account holder | $352 | $219+60.9% | $11,033-96.8% | $430-18.1% |