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 |
|---|---|---|
SMART SOURCE LLC1 year Filed as: SMART SOURCE OF BOSTON, LLC Service code 49 · EIN 20-3987455 | Other Services | $19,403 |
Filed as: JOHN HANCOCK RETIEMENT PLAN SRVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $5,563 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $70,714 | $69,231+2.1% | $91,989-23.1% | $67,579+4.6% |
| Participation rate | 76.4% | 78.9%-2.5pp | 78.6%-2.2pp | 71.3%+5.2pp |
| Annual return | 23.83% | 32.03%-8.2pp | 69.02%-45.2pp | 378.56%-354.7pp |
| Employer contribution / active EE | $2,318 | $2,284+1.5% | $3,452-32.8% | $2,148+7.9% |
| Participant deferral / active EE | $6,422 | $5,854+9.7% | $5,923+8.4% | $3,539+81.5% |
| Admin fee / account holder | $74 | $107-31.0% | $7,743-99.0% | $142-47.9% |