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: R BRUCE TANNER & ASSOCIATES, INC. Service code 49 | Other Services | $15,000 |
MONTEREY WEALTH1+ years Service code 99 · EIN 20-0900526 | Other Fees | $14,534 |
THE RETIREMENT ADVANTAGE INC1+ years Filed as: THE RETIREMENT ADVANTAGE, INC. Service code 49 | Other Services | $2,573 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO. Service code 15 · EIN 01-0233346 | Recordkeeping | $0 |
Filed as: R BRUCE TANNER AND ASSOCIATES, INC. Service code 49 4536 NELSON BROGDON BLVD SUITE 3 · SUGAR HILL, GA 30518 | Other Services | $0 |
THE RETIREMENT ADVANTAGE INC1+ years Filed as: THE RETIREMENT ADVANTAGE, INC Service code 49 600 S NICOLET RD · APPLETON, WI 54914 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $64,815 | $73,638-12.0% | $108,410-40.2% | $79,386-18.4% |
| Participation rate | 50.4% | 77.4%-27.0pp | 80.1%-29.7pp | 70.7%-20.3pp |
| Annual return | 54.84% | 33.27%+21.6pp | 905.27%-850.4pp | 116.85%-62.0pp |
| Employer contribution / active EE | $1,563 | $2,397-34.8% | $3,558-56.1% | $2,427-35.6% |
| Participant deferral / active EE | $3,353 | $6,218-46.1% | $6,563-48.9% | $4,046-17.1% |
| Admin fee / account holder | $157 | $638-75.4% | $7,295-97.8% | $626-75.0% |