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 10-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: RAYMOND JAMES Service code 26 · EIN 59-2937883 | Advisory (Participants) | $69,761 |
Filed as: JOHN HANCOCK LIFE INS COMPANY Service code 15 · EIN 01-0233346 | Recordkeeping | $3,910 |
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $188,947 | $78,672+140.2% | $109,143+73.1% | $85,850+120.1% |
| Participation rate | 94.4% | 68.3%+26.2pp | 75.9%+18.6pp | 69.3%+25.1pp |
| Annual return | 12.27% | 25.09%-12.8pp | 25.75%-13.5pp | 318.53%-306.3pp |
| Employer contribution / active EE | $16,498 | $2,735+503.3% | $3,722+343.3% | $2,565+543.2% |
| Participant deferral / active EE | $2,503 | $3,467-27.8% | $4,653-46.2% | $3,952-36.7% |
| Admin fee / account holder | $947 | $5,469-82.7% | $6,752-86.0% | $6,260-84.9% |