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 10-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 SRVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $7,518 |
Filed as: NEW YORK LIFE INVESTMENT MANAGEMENT Service code 15 · EIN 52-2206685 | Recordkeeping | $700 |
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 | $131,423 | $70,667+86.0% | $123,104+6.8% | $52,331+151.1% |
| Participation rate | 100.0% | 83.7%+16.3pp | 86.8%+13.2pp | 68.1%+31.9pp |
| Annual return | 1.36% | 6.23%-4.9pp | 13.22%-11.9pp | 4.54%-3.2pp |
| Employer contribution / active EE | $5,885 | $2,946+99.8% | $5,151+14.2% | $1,882+212.7% |
| Participant deferral / active EE | $6,849 | $4,493+52.4% | $6,230+9.9% | $3,022+126.6% |
| Admin fee / account holder | $25 | $506-95.0% | $9,015-99.7% | $592-95.7% |