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 |
|---|---|---|
MMA SECURITIES LLC1 year Service code 27 · EIN 22-3570392 | Advisory (Plan) | $18,438 |
Filed as: JOHN HANCOCK USA Service code 37 · EIN 15-3008106 | Loan Processing | $13,342 |
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 | $99,110 | $66,813+48.3% | $100,516-1.4% | $73,488+34.9% |
| Participation rate | 85.7% | 77.5%+8.2pp | 79.4%+6.3pp | 70.7%+15.0pp |
| Annual return | 20.85% | 25.70%-4.9pp | 30.89%-10.0pp | 28.51%-7.7pp |
| Employer contribution / active EE | $4,154 | $2,147+93.5% | $3,418+21.5% | $2,270+83.0% |
| Participant deferral / active EE | $9,482 | $5,883+61.2% | $6,270+51.2% | $3,740+153.6% |
| Admin fee / account holder | $260 | $512-49.1% | $8,081-96.8% | $513-49.2% |