Filed May 1, 2017
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 SERVIC Service code 15 · EIN 01-0233346 | Recordkeeping | $25,524 |
Filed as: KRONICK KALADA BERDY & CO. PC Service code 10 · EIN 23-2667890 | Accounting | $7,750 |
Service code 27 · EIN 94-3428956 | Advisory (Plan) | $5,576 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,663 | $98,982-30.6% | $162,163-57.7% | $65,185+5.3% |
| Participation rate | 97.3% | 85.8%+11.5pp | 87.6%+9.8pp | 70.2%+27.1pp |
| Annual return | 20.60% | 24.84%-4.2pp | 115.59%-95.0pp | 29.38%-8.8pp |
| Employer contribution / active EE | $2,904 | $3,467-16.2% | $5,614-48.3% | $2,177+33.4% |
| Participant deferral / active EE | $3,709 | $5,384-31.1% | $7,298-49.2% | $3,514+5.5% |
| Admin fee / account holder | $170 | $596-71.5% | $10,843-98.4% | $847-80.0% |