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 INC3 years Filed as: SECURITIES AMERICA ADVISORS Service code 26 · EIN 47-0648506 12325 PORT GRACE BLVD. · LA VISTA, NE 68128 | Advisory (Participants) | $37,642 |
VRAKAS S.C.1 year Service code 10 · EIN 39-1453055 | Accounting | $6,100 |
Filed as: JOHN HANCOCK LIFE INSURANCE Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $1,468 |
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 | $67,641 | $70,908-4.6% | $98,907-31.6% | $73,488-8.0% |
| Participation rate | 94.5% | 73.8%+20.7pp | 76.0%+18.5pp | 70.7%+23.8pp |
| Annual return | 15.31% | 34.17%-18.9pp | 196.43%-181.1pp | 28.51%-13.2pp |
| Employer contribution / active EE | $1,919 | $2,036-5.8% | $2,689-28.6% | $2,270-15.5% |
| Participant deferral / active EE | $5,852 | $3,500+67.2% | $4,244+37.9% | $3,740+56.5% |
| Admin fee / account holder | $337 | $535-37.0% | $6,642-94.9% | $513-34.3% |