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 | $21,996 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 15 · EIN 47-1411118 | Recordkeeping | $16,298 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,117 | $49,915-51.7% | $154,803-84.4% | $74,304-67.5% |
| Participation rate | 100.0% | 54.0%+46.0pp | 78.1%+21.9pp | 60.3%+39.7pp |
| Annual return | 13.43% | 34.06%-20.6pp | 58.88%-45.4pp | 29.43%-16.0pp |
| Employer contribution / active EE | $765 | $1,611-52.5% | $4,305-82.2% | $2,241-65.9% |
| Participant deferral / active EE | $2,221 | $2,255-1.5% | $5,540-59.9% | $3,767-41.0% |
| Admin fee / account holder | $162 | $2,189-92.6% | $14,329-98.9% | $2,969-94.6% |