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 | $2,850 |
LINSCO/PRIVATE LEDGER CORP4+ years Filed as: LINSCO PRIVATE LEDGER Service code 27 108 TECUMSEH PARK COURT · WEST LAFAYETTE, IN 47906 | Advisory (Plan) | $0 |
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 | $101,442 | $65,223+55.5% | $80,019+26.8% | $55,725+82.0% |
| Participation rate | 93.7% | 80.6%+13.1pp | 75.8%+17.9pp | 70.9%+22.8pp |
| Annual return | -3.74% | 7.59%-11.3pp | 11.22%-15.0pp | 244.93%-248.7pp |
| Employer contribution / active EE | $2,587 | $2,544+1.7% | $2,468+4.8% | $2,078+24.5% |
| Participant deferral / active EE | $4,894 | $3,881+26.1% | $3,686+32.8% | $3,356+45.8% |
| Admin fee / account holder | $8 | $114-93.2% | $6,521-99.9% | $115-93.2% |