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 Service code 15 200 BERKELEY ST · BOSTON, MA 02116 | Recordkeeping | $215,205 |
DANIELS, IRWIN & AYLOR6 years Filed as: DANIELS IRWIN & AYLOR Service code 10 · EIN 62-1802605 223 MADISON ST, STE 112 · MADISON, TN 37115 | Accounting | $24,148 |
INVESTMENT PERFORMANCE SERVICES7+ years Filed as: INVESTMENT PERFORMANCE SERVICES LLC Service code 27 7402 HODGSON MEMORIAL DR · SAVANNAH, GA 31406 | Advisory (Plan) | $22,500 |
COMPUSYS OF UTAH, INC.1 year Service code 14 · EIN 84-0869853 1293 W. 2200 SOUTH STE A · SALT LAKE CITY, UT 841191326 | Plan Administrator | $20,028 |
Filed as: QUINN, CONNOR, WEAVER, DAVIS LLP Service code 29 · EIN 45-1444874 2700 HIGHWAY 280 STE 380 · BIRMINGHAM, AL 35223 | Legal | $14,140 |
BENESYS, INC.5 years Filed as: INNOVATIVE SOFTWARE SOLUTIONS Service code 15 3000 S. LENOLA RD. · MAPLE SHADE, NJ 08052 | Recordkeeping | $12,800 |
KAREN AMARI7+ years Service code 30 · EIN 63-0880818 2828 FOURTH AVE S · BIRMINGHAM, AL 35233 | Employee (plan) | $10,496 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $65,983 | $78,275-15.7% | $109,143-39.5% | $86,799-24.0% |
| Participation rate | 100.0% | 73.8%+26.2pp | 75.9%+24.1pp | 72.3%+27.7pp |
| Annual return | 9.86% | 19.14%-9.3pp | 25.75%-15.9pp | 97.91%-88.1pp |
| Employer contribution / active EE | $6,336 | $3,105+104.1% | $3,722+70.2% | $2,405+163.4% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,653-100.0% | $4,131-100.0% |
| Admin fee / account holder | $451 | $198+127.4% | $6,752-93.3% | $170+166.2% |