Filed February 29, 2016
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 10-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 SERVIC Service code 13 · EIN 01-0233346 | Contract Administrator | $21,853 |
EDWARD JONES5+ years Service code 27 · EIN 43-0345811 | Advisory (Plan) | $15,826 |
Service code 13 21 SE THIRD STREET, SUITE 500 · EVANSVILLE, IN 47708 | Contract Administrator | $11,431 |
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $139 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $37,715 | $40,174-6.1% | $84,015-55.1% | $67,579-44.2% |
| Participation rate | 50.8% | 62.7%-11.9pp | 69.0%-18.2pp | 71.3%-20.5pp |
| Annual return | 25.61% | 25.82%-0.2pp | 71.31%-45.7pp | 378.56%-352.9pp |
| Employer contribution / active EE | $948 | $808+17.4% | $1,983-52.2% | $2,148-55.8% |
| Participant deferral / active EE | $1,597 | $2,301-30.6% | $3,239-50.7% | $3,539-54.9% |
| Admin fee / account holder | $171 | $128+33.4% | $6,101-97.2% | $142+20.3% |