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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, LLC2+ years Service code 26 · EIN 26-3063346 | Advisory (Participants) | $21,169 |
TITAL RETIREMENT ADVISORS, LLC1 year Service code 26 | Advisory (Participants) | $1,392 |
VANTAGE INVESTMENT ADVISORS1 year Filed as: VANTAGE INVESTMENT ADVISORS, LLC Service code 26 | Advisory (Participants) | $329 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $200 |
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 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 | $73,927 | $78,705-6.1% | $117,854-37.3% | $70,131+5.4% |
| Participation rate | 79.1% | 73.2%+5.9pp | 79.7%-0.6pp | 69.5%+9.6pp |
| Annual return | -14.75% | 23.30%-38.0pp | 335.08%-349.8pp | 73.14%-87.9pp |
| Employer contribution / active EE | $791 | $2,223-64.4% | $3,786-79.1% | $2,342-66.2% |
| Participant deferral / active EE | $4,664 | $3,297+41.4% | $4,482+4.1% | $3,332+40.0% |
| Admin fee / account holder | $318 | $5,065-93.7% | $8,020-96.0% | $4,645-93.2% |