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 37 · EIN 01-0233346 | Loan Processing | $18,368 |
LPL FINANCIAL1 year Service code 27 · EIN 95-2834236 | Advisory (Plan) | $14,970 |
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 | $73,326 | $55,449+32.2% | $83,848-12.5% | $56,287+30.3% |
| Participation rate | 86.7% | 68.0%+18.7pp | 76.1%+10.5pp | 69.9%+16.8pp |
| Annual return | -2.86% | -1.38%-1.5pp | 850.88%-853.7pp | -9.96%+7.1pp |
| Employer contribution / active EE | $1,334 | $2,430-45.1% | $3,631-63.3% | $2,111-36.8% |
| Participant deferral / active EE | $4,224 | $2,935+43.9% | $4,082+3.5% | $3,350+26.1% |
| Admin fee / account holder | $276 | $656-58.0% | $5,478-95.0% | $521-47.1% |