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 | $38,428 |
Filed as: GLOBAL RETIREMENT PARTNERS,LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $34,558 |
BKD, LLP1 year Filed as: BKD Service code 10 · EIN 44-0160260 | Accounting | $26,260 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $74,842 | $79,519-5.9% | $95,952-22.0% | $73,409+2.0% |
| Participation rate | 93.9% | 81.2%+12.7pp | 77.1%+16.8pp | 72.2%+21.7pp |
| Annual return | 12.51% | 19.20%-6.7pp | 91.61%-79.1pp | 59.29%-46.8pp |
| Employer contribution / active EE | $2,441 | $2,048+19.2% | $2,541-3.9% | $2,234+9.3% |
| Participant deferral / active EE | $4,841 | $4,138+17.0% | $4,167+16.2% | $3,805+27.2% |
| Admin fee / account holder | $265 | $184+43.5% | $6,795-96.1% | $158+67.6% |