See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $8,593 |
BMO HARRIS BANK NA1 year Filed as: BMO HARRIS BANK, NA Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO Service code 15 | Recordkeeping | $0 |
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 | $41,101 | $73,102-43.8% | $123,544-66.7% | $56,287-27.0% |
| Participation rate | 100.0% | 74.3%+25.7pp | 82.3%+17.7pp | 69.9%+30.1pp |
| Annual return | -4.28% | 3.01%-7.3pp | 119.20%-123.5pp | -9.96%+5.7pp |
| Employer contribution / active EE | $2,341 | $2,977-21.3% | $4,628-49.4% | $2,111+10.9% |
| Participant deferral / active EE | $4,599 | $5,423-15.2% | $6,426-28.4% | $3,350+37.3% |
| Admin fee / account holder | $51 | $554-90.9% | $9,284-99.5% | $521-90.3% |