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.
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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: MARSHALL AND MOSS Service code 14 · EIN 81-2845805 | Plan Administrator | $92,873 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SERVIC Service code 28 · EIN 01-0233346 | Investment Management | $86,030 |
REYNOLDS CONSULTING SERVICES7+ years Filed as: REYNOLDS SECURITY Service code 27 · EIN 20-1899564 | Advisory (Plan) | $79,703 |
THE LAMBOS FIRM, LLP3 years Service code 29 · EIN 13-3864093 | Legal | $41,712 |
Filed as: MAZZOLA MARDON, P.C. Service code 29 · EIN 13-3330633 | Legal | $40,813 |
CCC SERVICE CORPORATION3 years Service code 13 125 CHUBB AVENUE, SUITE 350NB · LYNDHURST, NJ 07071 | Contract Administrator | $31,250 |
CALIBRE CPA GROUP PLLC5 years Service code 10 · EIN 47-0900880 | Accounting | $15,000 |
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 | $19,973 | $117,739-83.0% | $82,389-75.8% | $117,739-83.0% |
| Participation rate | 100.0% | 76.6%+23.4pp | 69.5%+30.5pp | 76.6%+23.4pp |
| Annual return | 15.52% | 17.29%-1.8pp | 28.67%-13.1pp | 17.29%-1.8pp |
| Employer contribution / active EE | $5,594 | $3,746+49.3% | $2,517+122.3% | $3,746+49.3% |
| Participant deferral / active EE | $922 | $6,128-85.0% | $4,155-77.8% | $6,128-85.0% |
| Admin fee / account holder | $65 | $112-41.5% | $7,231-99.1% | $112-41.5% |