Filed November 30, 2023
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 |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $20,506 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 15 · EIN 47-1411118 | Recordkeeping | $15,441 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,875 | $55,415-62.3% | $155,509-86.6% | $74,495-72.0% |
| Participation rate | 97.0% | 61.9%+35.1pp | 78.2%+18.8pp | 67.2%+29.8pp |
| Annual return | 12.03% | 268.50%-256.5pp | 64.67%-52.6pp | 1364.94%-1352.9pp |
| Employer contribution / active EE | $0 | $2,267-100.0% | $4,672-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $1,925 | $2,836-32.1% | $5,626-65.8% | $4,346-55.7% |
| Admin fee / account holder | $138 | $1,738-92.0% | $15,912-99.1% | $1,942-92.9% |