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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.
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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 |
|---|---|---|
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 50 · EIN 74-2794194 | Direct Payment | $39,733 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SERV Service code 15 · EIN 01-0233346 | Recordkeeping | $22,983 |
CARPENTER MORSE GROUP1 year Service code 13 2170 W STATE ROAD 434 · LONGWOOD, FL 32779 | Contract Administrator | $100 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,617 | $66,457-31.4% | $81,382-43.9% | $77,643-41.2% |
| Participation rate | 52.9% | 68.7%-15.8pp | 69.5%-16.6pp | 70.6%-17.7pp |
| Annual return | 20.09% | 15.93%+4.2pp | 24.73%-4.6pp | 31.24%-11.1pp |
| Employer contribution / active EE | $3,064 | $2,159+41.9% | $2,463+24.4% | $2,726+12.4% |
| Participant deferral / active EE | $4,578 | $3,679+24.4% | $3,883+17.9% | $4,647-1.5% |
| Admin fee / account holder | $238 | $583-59.2% | $5,768-95.9% | $430-44.7% |