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 INC5 years Filed as: SECURITIES AMERICA ADVISORS Service code 26 · EIN 47-0648506 12325 PORT GRACE BLVD. · LA VISTA, NE 68128 | Advisory (Participants) | $39,027 |
VRAKAS S.C.3 years Service code 10 · EIN 39-1453055 | Accounting | $9,000 |
Filed as: JOHN HANCOCK LIFE INSURANCE Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $1,418 |
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 | $62,281 | $72,607-14.2% | $90,749-31.4% | $66,914-6.9% |
| Participation rate | 92.2% | 73.7%+18.5pp | 75.7%+16.5pp | 69.8%+22.4pp |
| Annual return | -15.90% | -12.28%-3.6pp | -12.16%-3.7pp | 1.58%-17.5pp |
| Employer contribution / active EE | $2,098 | $2,369-11.4% | $2,921-28.2% | $2,544-17.6% |
| Participant deferral / active EE | $6,523 | $3,977+64.0% | $4,564+42.9% | $4,237+54.0% |
| Admin fee / account holder | $322 | $707-54.4% | $8,445-96.2% | $593-45.7% |