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 9-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 Service code 15 · EIN 01-0233346 | Recordkeeping | $197,160 |
Filed as: MERRILLY LYNCH Service code 26 | Advisory (Participants) | $38,579 |
WINDHAM BRANNON4+ years Service code 10 · EIN 58-1763439 | Accounting | $23,169 |
Filed as: TPS ANCILLARY SERVICES LLC Service code 15 1226 OMAR ROAD · WEST PALM BEACH, FL 33405 | Recordkeeping | $5,488 |
PENSION ASSURANCE LLP4+ years Filed as: THE PENSION STUDIO Service code 15 · EIN 54-2154380 1226 OMAR ROAD · WEST PALM BEACH, FL 33405 | Recordkeeping | $3,605 |
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.)
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $142,675 | $89,355+59.7% | $141,162+1.1% | $72,985+95.5% |
| Participation rate | 63.0% | 75.1%-12.2pp | 82.5%-19.5pp | 69.5%-6.5pp |
| Annual return | 21.80% | 111.85%-90.0pp | 71.39%-49.6pp | 81.00%-59.2pp |
| Employer contribution / active EE | $1,488 | $3,114-52.2% | $4,735-68.6% | $2,440-39.0% |
| Participant deferral / active EE | $7,708 | $5,418+42.3% | $6,709+14.9% | $3,607+113.7% |
| Admin fee / account holder | $706 | $5,958-88.1% | $10,261-93.1% | $5,124-86.2% |