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 | $110,383 |
LPL FINANCIAL6+ years Service code 27 · EIN 95-2834236 | Advisory (Plan) | $75,000 |
Filed as: RESOURCES INVESTMENT ADVISOR Service code 27 4860 COLLEGE BLVD · OAKLAND PARK, KS 66211 | Advisory (Plan) | $25,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $133,930 | $52,293+156.1% | $178,490-25.0% | $73,409+82.4% |
| Participation rate | 87.9% | 65.3%+22.6pp | 81.9%+6.0pp | 72.2%+15.8pp |
| Annual return | 12.69% | 34.75%-22.1pp | 151.07%-138.4pp | 59.29%-46.6pp |
| Employer contribution / active EE | $5,344 | $1,735+207.9% | $5,011+6.6% | $2,234+139.2% |
| Participant deferral / active EE | $4,541 | $2,332+94.7% | $5,202-12.7% | $3,805+19.3% |
| Admin fee / account holder | $334 | $127+162.6% | $13,984-97.6% | $158+111.8% |