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: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $59,386 |
WELLS FARGO BANK, N.A.6+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $30,610 |
DA DAVIDSON & CO4 years Filed as: D. A. DAVIDSON & CO. Service code 10 · EIN 81-0139474 | Accounting | $7,500 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,683 | $79,519-19.9% | $95,952-33.6% | $73,409-13.2% |
| Participation rate | 93.7% | 81.2%+12.6pp | 77.1%+16.7pp | 72.2%+21.6pp |
| Annual return | 12.88% | 19.20%-6.3pp | 91.61%-78.7pp | 59.29%-46.4pp |
| Employer contribution / active EE | $1,637 | $2,048-20.0% | $2,541-35.6% | $2,234-26.7% |
| Participant deferral / active EE | $3,020 | $4,138-27.0% | $4,167-27.5% | $3,805-20.6% |
| Admin fee / account holder | $89 | $184-52.0% | $6,795-98.7% | $158-43.9% |