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 | $47,694 |
EDWARD JONES8+ years Service code 27 · EIN 43-0345811 | Advisory (Plan) | $35,660 |
Service code 13 21 SE THIRD STREET, SUITE 500 · EVANSVILLE, IN 47708 | Contract Administrator | $12,312 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $2,851 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,532 | $42,353-1.9% | $79,550-47.8% | $64,808-35.9% |
| Participation rate | 50.3% | 64.8%-14.5pp | 69.5%-19.2pp | 71.5%-21.2pp |
| Annual return | -13.52% | -12.24%-1.3pp | 0.16%-13.7pp | 32.82%-46.3pp |
| Employer contribution / active EE | $1,166 | $1,181-1.2% | $2,413-51.7% | $2,506-53.4% |
| Participant deferral / active EE | $1,977 | $3,170-37.7% | $3,985-50.4% | $4,310-54.1% |
| Admin fee / account holder | $288 | $160+80.5% | $6,832-95.8% | $188+53.4% |