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 |
|---|---|---|
Service code 13 · EIN 35-0472300 | Contract Administrator | $40,761 |
Filed as: JOHN HANCOCK RETIRMEENT PLAN SERV Service code 15 · EIN 01-0233346 | Recordkeeping | $6,500 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $39,391 | $56,640-30.5% | $80,975-51.4% | $57,658-31.7% |
| Participation rate | 97.5% | 75.9%+21.6pp | 75.8%+21.7pp | 70.2%+27.3pp |
| Annual return | 8.40% | 19.97%-11.6pp | 17.10%-8.7pp | 5.13%+3.3pp |
| Employer contribution / active EE | $992 | $2,085-52.4% | $3,714-73.3% | $1,974-49.8% |
| Participant deferral / active EE | $3,243 | $4,944-34.4% | $5,696-43.1% | $3,061+6.0% |
| Admin fee / account holder | $55 | $87-36.9% | $5,516-99.0% | $95-41.9% |