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 SRVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $359,489 |
GRASSI & CO2+ years Filed as: GRASSI & CO., CPAS, P.C. Service code 10 · EIN 11-3266576 | Accounting | $34,229 |
PETROCELLI FINANCIAL SERVICES, LLC2+ years Service code 27 120 BRODWAY · NEW YORK, NY 10271 | Advisory (Plan) | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $160,213 | $89,274+79.5% | $149,718+7.0% | $77,958+105.5% |
| Participation rate | 84.7% | 87.6%-3.0pp | 87.1%-2.4pp | 71.6%+13.0pp |
| Annual return | 18.40% | 20.36%-2.0pp | 1501.63%-1483.2pp | 20.87%-2.5pp |
| Employer contribution / active EE | $11,109 | $3,727+198.1% | $5,445+104.0% | $2,310+380.8% |
| Participant deferral / active EE | $9,553 | $5,382+77.5% | $6,569+45.4% | $3,537+170.1% |
| Admin fee / account holder | $152 | $240-36.7% | $11,283-98.7% | $97+55.9% |