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 INC6 years Filed as: SECURITIES AMERICA ADVISORS Service code 26 · EIN 47-0648506 12325 PORT GRACE BLVD. · LA VISTA, NE 68128 | Advisory (Participants) | $43,285 |
VRAKAS S.C.4 years Service code 10 · EIN 39-1453055 | Accounting | $9,500 |
Filed as: JOHN HANCOCK LIFE INSURANCE Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $1,336 |
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 | $73,942 | $84,784-12.8% | $98,439-24.9% | $74,419-0.6% |
| Participation rate | 89.6% | 81.5%+8.1pp | 75.2%+14.4pp | 70.7%+18.9pp |
| Annual return | 19.47% | 20.59%-1.1pp | 21.16%-1.7pp | 34.38%-14.9pp |
| Employer contribution / active EE | $2,211 | $3,364-34.3% | $3,048-27.5% | $2,637-16.2% |
| Participant deferral / active EE | $6,782 | $5,218+30.0% | $4,738+43.2% | $4,528+49.8% |
| Admin fee / account holder | $347 | $204+69.7% | $8,948-96.1% | $348-0.3% |