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 4-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 |
|---|---|---|
LPL FINANCIAL2 years Service code 27 · EIN 95-2834236 | Advisory (Plan) | $37,427 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $26,641 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,490 | $79,171+21.9% | $102,423-5.8% | $74,495+29.5% |
| Participation rate | 99.4% | 74.8%+24.6pp | 76.5%+22.9pp | 67.2%+32.2pp |
| Annual return | 14.38% | 54.93%-40.6pp | 29.32%-14.9pp | 1364.94%-1350.6pp |
| Employer contribution / active EE | $3,206 | $2,362+35.7% | $3,023+6.1% | $2,623+22.2% |
| Participant deferral / active EE | $6,424 | $4,415+45.5% | $5,053+27.1% | $4,346+47.8% |
| Admin fee / account holder | $267 | $2,001-86.7% | $9,451-97.2% | $1,942-86.3% |