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 |
|---|---|---|
Filed as: PENSIONMARK FINANCIAL GROUP Service code 26 · EIN 61-1758632 | Advisory (Participants) | $28,048 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO Service code 15 · EIN 01-0233346 | Recordkeeping | $2,500 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,605 | $41,078-27.9% | $80,569-63.3% | $71,457-58.6% |
| Participation rate | 92.3% | 50.2%+42.1pp | 67.0%+25.3pp | 67.9%+24.4pp |
| Annual return | 28.47% | 38.45%-10.0pp | 935.43%-907.0pp | 28.85%-0.4pp |
| Employer contribution / active EE | $3,250 | $1,506+115.8% | $2,723+19.3% | $2,588+25.6% |
| Participant deferral / active EE | $9,148 | $2,699+238.9% | $4,447+105.7% | $4,289+113.3% |
| Admin fee / account holder | $345 | $1,840-81.2% | $5,377-93.6% | $1,587-78.3% |