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 8-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 29 1 RAYMOND DRIVE - SUITE 7 · HAVERTOWN, PA 19083 | Legal | $102,374 |
Filed as: JOHN HANCOCK Service code 15 · EIN 80-0709115 | Recordkeeping | $54,359 |
PLANNING CORP OF AMERICA5 years Filed as: PLANNING SOLUTIONS GROUP, LLC Service code 26 · EIN 45-0491716 8161 MAPLE LAWN BLVD - SUITE 400 · FULTON, MD 20759 | Advisory (Participants) | $40,000 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $144,038 | $46,292+211.2% | $143,757+0.2% | $64,808+122.3% |
| Participation rate | 80.6% | 64.2%+16.3pp | 80.3%+0.3pp | 71.5%+9.1pp |
| Annual return | -17.59% | -10.05%-7.5pp | -0.04%-17.5pp | 32.82%-50.4pp |
| Employer contribution / active EE | $6,453 | $1,910+237.9% | $4,951+30.3% | $2,506+157.5% |
| Participant deferral / active EE | $5,968 | $2,646+125.6% | $5,637+5.9% | $4,310+38.5% |
| Admin fee / account holder | $296 | $154+92.8% | $14,673-98.0% | $188+57.9% |