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 9-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 15 · EIN 01-0233346 | Recordkeeping | $4,675 |
LINSCO/PRIVATE LEDGER CORP2+ years Filed as: LINSCO PRIVATE LEDGER Service code 27 108 TECUMSEH PARK COURT · WEST LAFAYETTE, IN 47906 | Advisory (Plan) | $0 |
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 | $97,613 | $74,024+31.9% | $77,999+25.1% | $57,658+69.3% |
| Participation rate | 96.4% | 79.7%+16.7pp | 75.5%+20.9pp | 70.2%+26.2pp |
| Annual return | 6.82% | 12.14%-5.3pp | 425.96%-419.1pp | 5.13%+1.7pp |
| Employer contribution / active EE | $2,338 | $2,365-1.2% | $2,470-5.3% | $1,974+18.5% |
| Participant deferral / active EE | $4,641 | $3,533+31.4% | $3,497+32.7% | $3,061+51.6% |
| Admin fee / account holder | $12 | $93-87.1% | $5,480-99.8% | $95-87.3% |