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 | $2,750 |
LINSCO/PRIVATE LEDGER CORP5+ 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 | $102,401 | $74,347+37.7% | $93,606+9.4% | $67,579+51.5% |
| Participation rate | 92.3% | 80.6%+11.7pp | 75.8%+16.5pp | 71.3%+21.1pp |
| Annual return | 19.18% | 28.07%-8.9pp | 32.76%-13.6pp | 378.56%-359.4pp |
| Employer contribution / active EE | $2,538 | $2,583-1.8% | $2,718-6.6% | $2,148+18.2% |
| Participant deferral / active EE | $4,616 | $4,060+13.7% | $4,069+13.4% | $3,539+30.4% |
| Admin fee / account holder | $7 | $123-94.1% | $7,888-99.9% | $142-94.9% |