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 Service code 15 · EIN 01-0233346 | Recordkeeping | $42,483 |
Filed as: KRONICK KALADA BERDY & CO. PC Service code 10 · EIN 23-2667890 | Accounting | $9,450 |
Service code 27 · EIN 94-3428956 | Advisory (Plan) | $9,187 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,787 | $100,227-28.4% | $169,993-57.8% | $74,419-3.5% |
| Participation rate | 97.6% | 87.3%+10.3pp | 87.0%+10.6pp | 70.7%+26.9pp |
| Annual return | 15.23% | 66.08%-50.9pp | 53.37%-38.1pp | 34.38%-19.1pp |
| Employer contribution / active EE | $3,768 | $4,263-11.6% | $6,785-44.5% | $2,637+42.8% |
| Participant deferral / active EE | $4,984 | $7,143-30.2% | $10,408-52.1% | $4,528+10.1% |
| Admin fee / account holder | $174 | $234-25.9% | $12,815-98.6% | $348-50.1% |