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) | $16,467 |
QUALIFIED PLANS, LLC2 years Filed as: QUALIFIED PLAN CONSULTANTS Service code 17 · EIN 20-0223513 | Pension Consulting | $4,492 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO Service code 15 · EIN 01-0233346 | Recordkeeping | $850 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,872 | $49,915-22.1% | $154,803-74.9% | $74,304-47.7% |
| Participation rate | 84.4% | 54.0%+30.5pp | 78.1%+6.3pp | 60.3%+24.1pp |
| Annual return | 5.21% | 34.06%-28.8pp | 58.88%-53.7pp | 29.43%-24.2pp |
| Employer contribution / active EE | $1,331 | $1,611-17.4% | $4,305-69.1% | $2,241-40.6% |
| Participant deferral / active EE | $2,101 | $2,255-6.8% | $5,540-62.1% | $3,767-44.2% |
| Admin fee / account holder | $333 | $2,189-84.8% | $14,329-97.7% | $2,969-88.8% |