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 5-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 13 · EIN 01-0233346 | Contract Administrator | $449,841 |
BENESYS, INC.2 years Filed as: BENESYS Service code 13 · EIN 38-2383171 | Contract Administrator | $28,379 |
CALIBRE CPA GROUP PLLC2 years Service code 10 · EIN 47-0900880 | Accounting | $9,500 |
Service code 29 · EIN 39-1703979 | Legal | $7,612 |
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 | $4,036 | $86,936-95.4% | $103,333-96.1% | $99,062-95.9% |
| Participation rate | 100.0% | 81.7%+18.3pp | 74.5%+25.5pp | 71.6%+28.4pp |
| Annual return | 25.58% | 14.99%+10.6pp | 24.88%+0.7pp | 17.66%+7.9pp |
| Employer contribution / active EE | $2,005 | $3,925-48.9% | $3,868-48.2% | $3,262-38.5% |
| Participant deferral / active EE | $0 | $3,825-100.0% | $5,057-100.0% | $5,331-100.0% |
| Admin fee / account holder | $60 | $140-57.6% | $8,355-99.3% | $109-45.4% |