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 99 · EIN 01-0233346 | Other Fees | $27,269 |
Filed as: PRIME CAPITAL INVESTMENT ADVS LLC Service code 99 6201 COLLEGE BLVD. 7TH FLOOR · OVERLAND PARK, KS 66211 | Other Fees | $10,000 |
FINANCIAL FITNESS FOR LIFE2 years Service code 49 6201 COLLEGE BLVD SUITE 150 · OVERLAND PARK, KS 66211 | Other Services | $8,923 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,261 | $84,487-42.9% | $125,339-61.5% | $66,914-27.9% |
| Participation rate | 70.0% | 76.4%-6.4pp | 82.4%-12.4pp | 69.8%+0.2pp |
| Annual return | -8.52% | -8.39%-0.1pp | 572.05%-580.6pp | 1.58%-10.1pp |
| Employer contribution / active EE | $2,663 | $3,553-25.0% | $4,814-44.7% | $2,544+4.7% |
| Participant deferral / active EE | $5,764 | $6,781-15.0% | $7,446-22.6% | $4,237+36.1% |
| Admin fee / account holder | $241 | $685-64.8% | $10,010-97.6% | $593-59.3% |