Filed December 6, 2022 (most recent of 2 filings on file)
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 |
|---|---|---|
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Filed as: JOHN HANCOCK RETIREMENT PLAN SRVS Service code 15 · EIN 01-0233346 | Recordkeeping | $337,159 |
NFP RETIREMENT INC7 years Filed as: NFP CORPORATE SERVICES (NM), INC. Service code 28 · EIN 41-1505971 | Investment Management | $55,000 |
FREDRIKSON & BYRON4 years Filed as: FREDRIKSON & BYRON, P.A. Service code 29 505 E GRAND AVE STE · DES MOINES, IA 50309 | Legal | $15,201 |
CLIFTONLARSONALLEN LLP10+ years Service code 10 · EIN 41-0746749 | Accounting | $13,650 |
Filed as: OCTOBER THREE CONSULTING Service code 17 233 SOUTH WACKER DRIVE · CHICAGO, IL 60606 | Pension Consulting | $9,880 |
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 | $112,816 | $53,136+112.3% | $155,509-27.5% | $199,593-43.5% |
| Participation rate | 96.7% | 64.1%+32.6pp | 78.2%+18.5pp | 72.0%+24.7pp |
| Annual return | 14.94% | 41.15%-26.2pp | 64.67%-49.7pp | 34.25%-19.3pp |
| Employer contribution / active EE | $3,638 | $1,851+96.5% | $4,672-22.1% | $3,034+19.9% |
| Participant deferral / active EE | $7,510 | $3,161+137.6% | $5,626+33.5% | $5,087+47.6% |
| Admin fee / account holder | $92 | $185-50.6% | $15,912-99.4% | $269-66.0% |