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 RETIREMENT PLAN SVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $210,665 |
O'DONOGHUE & O'DONOGHUE5 years Service code 29 · EIN 53-0120528 | Legal | $44,741 |
THE SEGAL COMPANY7 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $25,500 |
CALIBRE CPA GROUP PLLC4 years Service code 10 · EIN 47-0900880 | Accounting | $18,550 |
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 | $54,230 | $76,774-29.4% | $112,228-51.7% | $77,904-30.4% |
| Participation rate | 86.2% | 80.2%+6.1pp | 75.1%+11.2pp | 73.7%+12.6pp |
| Annual return | -20.40% | -10.25%-10.1pp | 27.45%-47.8pp | 12.21%-32.6pp |
| Employer contribution / active EE | $3,611 | $3,977-9.2% | $3,635-0.6% | $2,848+26.8% |
| Participant deferral / active EE | $0 | $3,778-100.0% | $4,728-100.0% | $4,806-100.0% |
| Admin fee / account holder | $210 | $239-12.1% | $6,410-96.7% | $133+58.5% |