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 Service code 15 · EIN 01-0233346 | Recordkeeping | $21,759 |
UNITED PLANNERS FINANCIAL SERVICES10+ years Service code 27 7333 E. DOUBLETREE RANCH ST., · SCOTTSDALE, AZ 85258 | Advisory (Plan) | $15,434 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $60,251 | $79,171-23.9% | $102,423-41.2% | $74,495-19.1% |
| Participation rate | 76.1% | 74.8%+1.3pp | 76.5%-0.4pp | 67.2%+8.9pp |
| Annual return | 12.03% | 54.93%-42.9pp | 29.32%-17.3pp | 1364.94%-1352.9pp |
| Employer contribution / active EE | $0 | $2,362-100.0% | $3,023-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $2,040 | $4,415-53.8% | $5,053-59.6% | $4,346-53.1% |
| Admin fee / account holder | $321 | $2,001-84.0% | $9,451-96.6% | $1,942-83.5% |