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 |
|---|---|---|
RBC WEALTH MANAGEMENT2 years Filed as: RBC CAPITAL MARKETS LLC Service code 26 · EIN 41-1416330 250 NICOLLET MALL · MINNEAPOLIS, MN 55401 | Advisory (Participants) | $46,458 |
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 P. O. BOX 55444 · BOSTON, MA 022055444 | Recordkeeping | $23,883 |
PENSION ASSURANCE LLP10+ years Filed as: PENSION PLANNING CONSULTANTS, INC. Service code 12 · EIN 85-0402842 6201 UPTOWN BLVD NE · ALBUQUERQUE, NM 87110 | Contract Administrator; Claims proces... | $9,100 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $57,182 | $82,917-31.0% | $103,333-44.7% | $77,643-26.4% |
| Participation rate | 94.5% | 71.6%+22.9pp | 74.5%+20.0pp | 70.6%+23.9pp |
| Annual return | 12.85% | 19.13%-6.3pp | 24.88%-12.0pp | 31.24%-18.4pp |
| Employer contribution / active EE | $8,496 | $3,552+139.2% | $3,868+119.6% | $2,726+211.7% |
| Participant deferral / active EE | $2,932 | $4,108-28.6% | $5,057-42.0% | $4,647-36.9% |
| Admin fee / account holder | $398 | $638-37.7% | $8,355-95.2% | $430-7.6% |