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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 9-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 |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $678,648 |
STIFEL NICOLAUS & CO INC1 year Filed as: STIFEL NICOLAUS & COMPANY, INC. Service code 27 · EIN 43-0538770 | Advisory (Plan) | $61,500 |
HUNGERFORD NICHOLS4 years Service code 10 · EIN 38-2184825 | Accounting | $10,560 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,327 | $113,699-75.1% | $70,449-59.8% | $93,223-69.6% |
| Participation rate | 96.3% | 77.8%+18.5pp | 75.1%+21.3pp | 74.9%+21.4pp |
| Annual return | 17.71% | 14.93%+2.8pp | 109.03%-91.3pp | 19.29%-1.6pp |
| Employer contribution / active EE | $983 | $3,991-75.4% | $2,737-64.1% | $2,680-63.3% |
| Participant deferral / active EE | $2,528 | $4,485-43.6% | $3,709-31.8% | $4,563-44.6% |
| Admin fee / account holder | $98 | $40+143.6% | $3,845-97.4% | $79+24.2% |