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: JASON A PRATTES FINANCIAL INC Service code 27 420 NEWPORT CENTER DR · NEWPORT BEACH, CA 92660 | Advisory (Plan) | $49,827 |
Filed as: JOHN HANCOCK TRUST COMPANY LLC Service code 15 · EIN 80-0709115 690 CANTON ST · WESTWOOD, MA 02090 | Recordkeeping | $44,693 |
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).
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 | $101,082 | $93,182+8.5% | $146,665-31.1% | $79,386+27.3% |
| Participation rate | 82.7% | 76.4%+6.3pp | 80.1%+2.6pp | 70.7%+12.0pp |
| Annual return | 19.29% | 21.61%-2.3pp | 22.74%-3.5pp | 116.85%-97.6pp |
| Employer contribution / active EE | $1,628 | $2,420-32.7% | $4,136-60.6% | $2,427-32.9% |
| Participant deferral / active EE | $6,299 | $4,169+51.1% | $5,506+14.4% | $4,046+55.7% |
| Admin fee / account holder | $438 | $585-25.2% | $10,280-95.7% | $626-30.1% |