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 INC2 years Filed as: SECURITIES AMERICA ADVISORS Service code 26 · EIN 47-0648506 12325 PORT GRACE BLVD. · LA VISTA, NE 68128 | Advisory (Participants) | $50,225 |
Filed as: JOHN HANCOCK LIFE INSURANCE Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $47,900 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $61,053 | $66,310-7.9% | $93,606-34.8% | $65,185-6.3% |
| Participation rate | 94.0% | 74.0%+20.0pp | 75.8%+18.2pp | 70.2%+23.8pp |
| Annual return | 22.17% | 42.58%-20.4pp | 32.76%-10.6pp | 29.38%-7.2pp |
| Employer contribution / active EE | $1,874 | $2,012-6.8% | $2,718-31.0% | $2,177-13.9% |
| Participant deferral / active EE | $5,745 | $3,342+71.9% | $4,069+41.2% | $3,514+63.5% |
| Admin fee / account holder | $453 | $6,897-93.4% | $7,888-94.3% | $847-46.6% |