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 Service code 15 · EIN 01-0233346 | Recordkeeping | $120,015 |
PENSION ASSURANCE LLP2 years Filed as: PENSION CONSULTANTS, INC.P Service code 27 300 SOUTH CAMPBELL AVENUE · SPRINGFIELD, MO 65806 | Advisory (Plan) | $59,375 |
HCJ CPAS & ADVISORS PLLC1 year Filed as: HCJ CPAS & ADVISORS, PLLC Service code 10 · EIN 71-0650689 | Accounting | $16,470 |
Participant contribution per participant 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 | $35,511 | $107,459-67.0% | $135,903-73.9% | $80,160-55.7% |
| Participation rate | 95.3% | 78.0%+17.3pp | 81.9%+13.4pp | 72.9%+22.4pp |
| Annual return | 18.37% | 91.91%-73.5pp | 68.23%-49.9pp | 40.38%-22.0pp |
| Employer contribution / active EE | $3,122 | $3,877-19.5% | $4,856-35.7% | $2,978+4.8% |
| Participant deferral / active EE | $2,588 | $8,195-68.4% | $7,758-66.6% | $5,017-48.4% |
| Admin fee / account holder | $163 | $127+28.6% | $10,762-98.5% | $145+12.6% |