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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.
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 |
|---|---|---|
PARK AVENUE SECURITIES LLC5 years Service code 26 · EIN 13-4023176 7 HANOVER SQUARE · NEW YORK, NY 10004 | Advisory (Participants) | $13,275 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $240 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,990 | $86,225-54.8% | $146,665-73.4% | $86,799-55.1% |
| Participation rate | 26.0% | 78.0%-52.0pp | 80.1%-54.1pp | 72.3%-46.3pp |
| Annual return | 73.96% | 31.23%+42.7pp | 22.74%+51.2pp | 97.91%-23.9pp |
| Employer contribution / active EE | $0 | $2,392-100.0% | $4,136-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $1,451 | $4,245-65.8% | $5,506-73.6% | $4,131-64.9% |
| Admin fee / account holder | $164 | $195-16.1% | $10,280-98.4% | $170-3.4% |