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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.
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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 |
|---|---|---|
ADVANCED PLAN DESIGNS, LLC6 years Service code 15 · EIN 45-1665651 620 W. REPUBLIC RD, STE 105 · SPRINGFIELD, MO 65807 | Recordkeeping | $38,107 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $7,784 |
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 | $51,773 | $81,908-36.8% | $90,749-42.9% | $64,808-20.1% |
| Participation rate | 100.0% | 80.5%+19.5pp | 75.7%+24.3pp | 71.5%+28.5pp |
| Annual return | -17.50% | -12.53%-5.0pp | -12.16%-5.3pp | 32.82%-50.3pp |
| Employer contribution / active EE | $3,813 | $3,065+24.4% | $2,921+30.6% | $2,506+52.2% |
| Participant deferral / active EE | $4,381 | $4,840-9.5% | $4,564-4.0% | $4,310+1.7% |
| Admin fee / account holder | $325 | $157+106.8% | $8,445-96.2% | $188+73.1% |