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 8-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 |
|---|---|---|
MJP WEALTH ADVISORS2 years Filed as: MJP ASSOCIATES INC Service code 27 790 FARMINGTON AVENUE · FARMINGTON, CT 06032 | Advisory (Plan) | $31,641 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $27,641 |
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 | $35,173 | $95,274-63.1% | $135,903-74.1% | $74,419-52.7% |
| Participation rate | 88.9% | 78.2%+10.7pp | 81.9%+7.0pp | 70.7%+18.2pp |
| Annual return | 30.67% | 32.77%-2.1pp | 68.23%-37.6pp | 34.38%-3.7pp |
| Employer contribution / active EE | $2,788 | $3,874-28.0% | $4,856-42.6% | $2,637+5.7% |
| Participant deferral / active EE | $8,796 | $7,782+13.0% | $7,758+13.4% | $4,528+94.2% |
| Admin fee / account holder | $114 | $266-57.3% | $10,762-98.9% | $348-67.4% |