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 SERVIC Service code 15 · EIN 01-0233346 690 CANTON STREET · WEST WOOD, MA 02090 | Recordkeeping | $34,661 |
BODINE PERRY1 year Filed as: BODINE PERRY, PLLC Service code 10 · EIN 83-3033790 3711 STARRS CENTRE DRIVE · CANFIELD, OH 44406 | Accounting | $22,224 |
ALLOTTA FARLEY CO LPA7+ years Service code 29 · EIN 34-1316963 3240 LEVIS COMMONS BLVD · PERRYSBURG, OH 43551 | Legal | $19,705 |
ANDCO CONSULTING6 years Filed as: ANDCO CONSULTING LLC Service code 27 · EIN 59-3676225 4901 VINELAND ROAD 600 · ORLANDO, FL 32811 | Advisory (Plan) | $18,000 |
EBERTS & HARRISON7+ years Filed as: EBERTS & HARRISON INC Service code 22 · EIN 52-0816262 1604 RIDGESIDE DRIVE · MOUNT AIRY, MD 21771 | Insurance Broker | $7,730 |
Filed as: TIC INTERNATIONAL Service code 14 · EIN 13-2600875 6525 CENTURION DRIVE · LANSING, MI 489179275 | Plan Administrator | $7,500 |
ZENITH AMERICAN SOLUTIONS3 years Service code 14 · EIN 52-1590516 302 KNIGHTS RUN AVE · TAMPA, FL 33602 | Plan Administrator | $7,032 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,278 | $106,236+1.0% | $112,228-4.4% | $64,808+65.5% |
| Participation rate | 50.3% | 71.7%-21.4pp | 75.1%-24.7pp | 71.5%-21.1pp |
| Annual return | -4.61% | -6.02%+1.4pp | 27.45%-32.1pp | 32.82%-37.4pp |
| Employer contribution / active EE | $1,813 | $3,166-42.7% | $3,635-50.1% | $2,506-27.6% |
| Participant deferral / active EE | $0 | $3,785-100.0% | $4,728-100.0% | $4,310-100.0% |
| Admin fee / account holder | $352 | $452-22.0% | $6,410-94.5% | $188+87.6% |