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 |
|---|---|---|
Service code 26 · EIN 26-1341658 | Advisory (Participants) | $15,258 |
QUALIFIED PLANS, LLC1 year Filed as: QUALIFIED PLAN CONSULTANTS Service code 17 · EIN 20-0223513 | Pension Consulting | $2,532 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO Service code 15 · EIN 01-0233346 | Recordkeeping | $1,600 |
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 | $41,975 | $55,415-24.3% | $155,509-73.0% | $74,495-43.7% |
| Participation rate | 91.1% | 61.9%+29.2pp | 78.2%+12.9pp | 67.2%+23.9pp |
| Annual return | 15.17% | 268.50%-253.3pp | 64.67%-49.5pp | 1364.94%-1349.8pp |
| Employer contribution / active EE | $1,411 | $2,267-37.8% | $4,672-69.8% | $2,623-46.2% |
| Participant deferral / active EE | $2,337 | $2,836-17.6% | $5,626-58.5% | $4,346-46.2% |
| Admin fee / account holder | $351 | $1,738-79.8% | $15,912-97.8% | $1,942-81.9% |