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: JOHN HANCOCK RETIREMENT PLAN SVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $14,161 |
MILLIMAN, INC.1 year Service code 27 · EIN 91-0675641 | Advisory (Plan) | $11,412 |
ARNERICH MASSENA3+ years Filed as: ARNERICH MESSINA Service code 26 · EIN 93-1119723 | Advisory (Participants) | $10,000 |
Filed as: CHARLES SCHWAB BANK Service code 21 · EIN 42-1558009 | Bank Trustee | $5,664 |
CHARLES SCHWAB & CO., INC.3+ years Service code 19 · EIN 94-1737782 | Securities Custodian | $452 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $199,840 | $89,739+122.7% | $149,718+33.5% | $62,292+220.8% |
| Participation rate | 95.8% | 85.1%+10.7pp | 87.1%+8.7pp | 69.5%+26.3pp |
| Annual return | 16.96% | 21.01%-4.0pp | 1501.63%-1484.7pp | 28.90%-11.9pp |
| Employer contribution / active EE | $6,504 | $3,233+101.2% | $5,445+19.5% | $2,042+218.5% |
| Participant deferral / active EE | $8,860 | $4,797+84.7% | $6,569+34.9% | $3,169+179.6% |
| Admin fee / account holder | $149 | $551-72.9% | $11,283-98.7% | $479-68.9% |