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 | $4,540 |
LINSCO/PRIVATE LEDGER CORP6+ 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 | $110,117 | $85,135+29.3% | $98,907+11.3% | $73,409+50.0% |
| Participation rate | 94.6% | 81.1%+13.5pp | 76.0%+18.6pp | 72.2%+22.5pp |
| Annual return | 12.08% | 19.14%-7.1pp | 196.43%-184.3pp | 59.29%-47.2pp |
| Employer contribution / active EE | $1,513 | $2,721-44.4% | $2,689-43.7% | $2,234-32.2% |
| Participant deferral / active EE | $5,024 | $4,349+15.5% | $4,244+18.4% | $3,805+32.0% |
| Admin fee / account holder | $13 | $139-91.0% | $6,642-99.8% | $158-92.1% |