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 |
|---|---|---|
SHERIDAN ROAD ADVISORS LLC2 years Service code 27 707 SKOKIE BLVD · NORTHBROOK, IL 60062 | Advisory (Plan) | $18,901 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SRVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $16,727 |
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 | $110,361 | $99,957+10.4% | $149,696-26.3% | $73,488+50.2% |
| Participation rate | 78.4% | 75.7%+2.7pp | 82.5%-4.0pp | 70.7%+7.8pp |
| Annual return | 22.54% | 53.87%-31.3pp | 276.60%-254.1pp | 28.51%-6.0pp |
| Employer contribution / active EE | $3,499 | $3,191+9.7% | $4,644-24.6% | $2,270+54.2% |
| Participant deferral / active EE | $8,248 | $6,073+35.8% | $6,842+20.5% | $3,740+120.6% |
| Admin fee / account holder | $192 | $551-65.2% | $9,309-97.9% | $513-62.7% |