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 SRVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $93,997 |
MOSS ADAMS LLP1 year Filed as: MOSS ADAMS, LLP Service code 10 · EIN 91-0189318 | Accounting | $11,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $62,367 | $74,347-16.1% | $93,606-33.4% | $67,579-7.7% |
| Participation rate | 98.5% | 80.6%+17.9pp | 75.8%+22.7pp | 71.3%+27.2pp |
| Annual return | 22.14% | 28.07%-5.9pp | 32.76%-10.6pp | 378.56%-356.4pp |
| Employer contribution / active EE | $1,167 | $2,583-54.8% | $2,718-57.1% | $2,148-45.7% |
| Participant deferral / active EE | $4,167 | $4,060+2.6% | $4,069+2.4% | $3,539+17.7% |
| Admin fee / account holder | $127 | $123+3.1% | $7,888-98.4% | $142-11.1% |