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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 |
|---|---|---|
LPL FINANCIAL2 years Filed as: LPL FINANCIAL LLC Service code 26 · EIN 04-3046611 | Advisory (Participants) | $12,151 |
AMERIBEN2 years Filed as: IEC GROUP, INC. Service code 13 · EIN 82-0497661 | Contract Administrator | $2,249 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO Service code 15 · EIN 01-0233346 | Recordkeeping | $412 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,474 | $62,603+3.0% | $104,294-38.2% | $66,914-3.6% |
| Participation rate | 62.3% | 59.6%+2.7pp | 73.3%-11.0pp | 69.8%-7.5pp |
| Annual return | -16.85% | -14.70%-2.2pp | 24.61%-41.5pp | 1.58%-18.4pp |
| Employer contribution / active EE | $1,335 | $1,972-32.3% | $3,372-60.4% | $2,544-47.5% |
| Participant deferral / active EE | $3,074 | $2,853+7.8% | $4,625-33.5% | $4,237-27.4% |
| Admin fee / account holder | $412 | $656-37.1% | $7,339-94.4% | $593-30.5% |