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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.
See the 7-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 |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SERVIC Service code 28 · EIN 01-0233346 | Investment Management | $100,339 |
Filed as: MARSHALL AND MOSS Service code 14 · EIN 81-2845805 | Plan Administrator | $92,907 |
Filed as: PRUDENTIAL INSURANCE COMPANY Service code 28 · EIN 22-1211670 | Investment Management | $63,712 |
REYNOLDS CONSULTING SERVICES6+ years Filed as: REYNOLDS SECURITY Service code 27 · EIN 20-1899564 | Advisory (Plan) | $47,500 |
THE LAMBOS FIRM, LLP2 years Service code 29 · EIN 13-3864093 | Legal | $42,077 |
Filed as: MAZZOLA MARDON, P.C. Service code 29 · EIN 13-3330633 | Legal | $41,289 |
CCC SERVICE CORPORATION2 years Service code 13 125 CHUBB AVENUE, SUITE 350NB · LYNDHURST, NJ 07071 | Contract Administrator | $25,000 |
CALIBRE CPA GROUP PLLC4 years Service code 10 · EIN 47-0900880 | Accounting | $14,000 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,472 | $96,188-85.0% | $75,972-81.0% | $99,062-85.4% |
| Participation rate | 100.0% | 72.7%+27.3pp | 69.1%+30.9pp | 71.6%+28.4pp |
| Annual return | 20.58% | 16.48%+4.1pp | 359.55%-339.0pp | 17.66%+2.9pp |
| Employer contribution / active EE | $2,800 | $3,167-11.6% | $2,685+4.3% | $3,262-14.2% |
| Participant deferral / active EE | $453 | $4,842-90.6% | $4,255-89.4% | $5,331-91.5% |
| Admin fee / account holder | $81 | $87-7.1% | $6,467-98.7% | $109-25.6% |