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 | $1,994,368 |
WINSTON & STRAWN LLP4 years Service code 29 · EIN 04-3603790 | Legal | $42,221 |
BAKER TILLY US, LLP1 year Service code 10 · EIN 39-0859910 | Accounting | $25,515 |
AMERICAN FUNDS5+ years Filed as: CAPITAL STRATEGIES GROUP, INC Service code 27 · EIN 63-1207374 | Advisory (Plan) | $25,250 |
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 | $51,010 | $106,734-52.2% | $75,886-32.8% | $89,569-43.0% |
| Participation rate | 96.3% | 65.6%+30.7pp | 69.3%+27.0pp | 69.6%+26.7pp |
| Annual return | 25.64% | 24.20%+1.4pp | 30.76%-5.1pp | 34.56%-8.9pp |
| Employer contribution / active EE | $2,135 | $3,939-45.8% | $2,500-14.6% | $2,584-17.4% |
| Participant deferral / active EE | $5,254 | $3,965+32.5% | $3,603+45.8% | $4,220+24.5% |
| Admin fee / account holder | $73 | $80-8.3% | $5,418-98.6% | $72+2.5% |