Filed February 27, 2019 (most recent of 2 filings on file)
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 15 · EIN 01-0233346 | Recordkeeping | $101,421 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 1250 S CAPITAL OF TEXAS HWY · AUSTIN, TX 78746 | Advisory (Plan) | $30,508 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,888 | $73,404-4.8% | $87,100-19.8% | $67,579+3.4% |
| Participation rate | 91.8% | 80.9%+11.0pp | 76.9%+15.0pp | 71.3%+20.6pp |
| Annual return | 17.80% | 48.29%-30.5pp | 28.19%-10.4pp | 378.56%-360.8pp |
| Employer contribution / active EE | $2,048 | $2,014+1.7% | $2,521-18.8% | $2,148-4.6% |
| Participant deferral / active EE | $4,370 | $3,913+11.7% | $4,049+7.9% | $3,539+23.5% |
| Admin fee / account holder | $220 | $142+55.0% | $7,497-97.1% | $142+54.3% |