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 | $47,845 |
EDWARD JONES9+ years Service code 27 · EIN 43-0345811 | Advisory (Plan) | $35,704 |
Service code 13 21 SE THIRD STREET, SUITE 500 · EVANSVILLE, IN 47708 | Contract Administrator | $7,141 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $2,856 |
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 | $45,452 | $53,165-14.5% | $86,188-47.3% | $74,419-38.9% |
| Participation rate | 51.6% | 64.9%-13.2pp | 69.0%-17.3pp | 70.7%-19.1pp |
| Annual return | 17.71% | 22.64%-4.9pp | 1168.45%-1150.7pp | 34.38%-16.7pp |
| Employer contribution / active EE | $1,320 | $1,210+9.1% | $2,380-44.5% | $2,637-49.9% |
| Participant deferral / active EE | $2,316 | $3,234-28.4% | $3,985-41.9% | $4,528-48.8% |
| Admin fee / account holder | $240 | $551-56.5% | $6,852-96.5% | $348-31.0% |