See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT SERVICES Service code 15 · EIN 01-0233346 200 BERKELEY STREET · BOSTON, MA 02116 | Recordkeeping | $50,514 |
HEALTHSCOPE BENEFITS1 year Service code 14 · EIN 71-0847266 7440 WOODLAND DR. · INDIANAPOLIS, IN 46278 | Plan Administrator | $23,200 |
ANDCO CONSULTING1 year Filed as: ANDCO CONSULTING, LLC Service code 28 531 WEST MORSE BLVD. · WINTER PARK, FL 32789 | Investment Management | $17,500 |
JOHNSON & KROL, LLC1 year Service code 29 · EIN 36-4342024 311 S WACKER DR, STE 1050 · CHICAGO, IL 60606 | Legal | $12,083 |
THIEME & ADAIR, CPAS1 year Filed as: THIEME, ADAIR AND RILEY Service code 10 323 COLUMBIA ST., STE 300 · LAFAYETTE, IN 47901 | Accounting | $9,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,810 | $106,236+22.2% | $112,228+15.7% | $64,808+100.3% |
| Participation rate | 90.5% | 71.7%+18.9pp | 75.1%+15.5pp | 71.5%+19.1pp |
| Annual return | -6.36% | -6.02%-0.3pp | 27.45%-33.8pp | 32.82%-39.2pp |
| Employer contribution / active EE | $6,542 | $3,166+106.6% | $3,635+80.0% | $2,506+161.1% |
| Participant deferral / active EE | $0 | $3,785-100.0% | $4,728-100.0% | $4,310-100.0% |
| Admin fee / account holder | $253 | $452-43.9% | $6,410-96.0% | $188+35.0% |