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 |
|---|---|---|
ACCESS ADVISORY GROUP, LLC1+ years Service code 26 · EIN 26-3063346 | Advisory (Participants) | $41,273 |
Filed as: JOHN HANCOCK Service code 64 · EIN 01-0233346 | Recordkeeping Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $55,794 | $69,977-20.3% | $108,579-48.6% | $62,891-11.3% |
| Participation rate | 85.7% | 72.9%+12.8pp | 79.6%+6.1pp | 69.3%+16.4pp |
| Annual return | 8.62% | 10.73%-2.1pp | -51.70%+60.3pp | 20.14%-11.5pp |
| Employer contribution / active EE | $3,700 | $2,135+73.3% | $3,758-1.6% | $2,281+62.2% |
| Participant deferral / active EE | $6,699 | $3,165+111.7% | $4,311+55.4% | $3,203+109.2% |
| Admin fee / account holder | $381 | $5,076-92.5% | $7,645-95.0% | $4,296-91.1% |