See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 7-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SERV Service code 15 · EIN 01-0233346 | Recordkeeping | $8,131 |
WOODBURY FINANCIAL SERVICES4+ years Service code 27 28365 DAVIS PARKWAY, SUITE 201 · WARRENVILLE, IL 60555 | Advisory (Plan) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $32,030 | $37,591-14.8% | $90,645-64.7% | $55,725-42.5% |
| Participation rate | 87.2% | 66.4%+20.9pp | 74.0%+13.2pp | 70.9%+16.4pp |
| Annual return | -5.02% | -3.20%-1.8pp | 1.88%-6.9pp | 244.93%-249.9pp |
| Employer contribution / active EE | $823 | $1,302-36.8% | $2,532-67.5% | $2,078-60.4% |
| Participant deferral / active EE | $2,409 | $2,643-8.9% | $3,425-29.7% | $3,356-28.2% |
| Admin fee / account holder | $12 | $100-88.0% | $4,994-99.8% | $115-89.6% |