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 | $2,325 |
LINSCO/PRIVATE LEDGER CORP3+ years Filed as: LINSCO PRIVATE LEDGER Service code 27 108 TECUMSEH PARK COURT · WEST LAFAYETTE, IN 47906 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $112,658 | $75,284+49.6% | $91,001+23.8% | $69,631+61.8% |
| Participation rate | 95.6% | 80.4%+15.2pp | 75.6%+20.0pp | 70.7%+24.9pp |
| Annual return | 13.58% | 48.40%-34.8pp | 4.60%+9.0pp | 27571.02%-27557.4pp |
| Employer contribution / active EE | $2,677 | $2,473+8.3% | $2,456+9.0% | $2,032+31.7% |
| Participant deferral / active EE | $4,990 | $3,700+34.9% | $3,547+40.7% | $3,224+54.8% |
| Admin fee / account holder | $6 | $111-94.3% | $5,417-99.9% | $110-94.3% |