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 8-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 |
|---|---|---|
HUNTER BENEFITS CONSULTING GROUP3+ years Filed as: HUNTER CAPITAL ADVISORS INC. Service code 27 · EIN 52-2206685 1000 FARMINGTON AVE, SUITE 103 · WEST HARTFORD, CT 06107 | Advisory (Plan) | $11,596 |
Filed as: JOHN HANCOCK RETIREMENT SRVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $8,523 |
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 | $189,312 | $89,739+111.0% | $149,718+26.4% | $62,292+203.9% |
| Participation rate | 100.0% | 85.1%+14.9pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 16.32% | 21.01%-4.7pp | 1501.63%-1485.3pp | 28.90%-12.6pp |
| Employer contribution / active EE | $9,040 | $3,233+179.6% | $5,445+66.0% | $2,042+342.6% |
| Participant deferral / active EE | $10,769 | $4,797+124.5% | $6,569+63.9% | $3,169+239.8% |
| Admin fee / account holder | $47 | $551-91.4% | $11,283-99.6% | $479-90.1% |