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 |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SRVS Service code 15 · EIN 01-0233346 | Recordkeeping | $185,054 |
NFP RETIREMENT INC2 years Filed as: NFP CORPORATE SERVICES (NM), INC. Service code 28 · EIN 41-1505971 | Investment Management | $52,038 |
CASH BALANCE ACTUARIES, LLC5+ years Service code 11 · EIN 27-3058529 | Actuarial | $20,610 |
CLIFTONLARSONALLEN LLP5+ years Service code 10 · EIN 41-0746749 | Accounting | $13,300 |
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 | $102,069 | $47,456+115.1% | $172,739-40.9% | $77,787+31.2% |
| Participation rate | 96.0% | 66.3%+29.7pp | 82.6%+13.4pp | 73.2%+22.8pp |
| Annual return | 25.09% | 35.57%-10.5pp | 802.84%-777.7pp | 32.57%-7.5pp |
| Employer contribution / active EE | $5,384 | $1,574+242.0% | $5,143+4.7% | $2,504+115.0% |
| Participant deferral / active EE | $5,660 | $2,560+121.2% | $5,198+8.9% | $3,967+42.7% |
| Admin fee / account holder | $113 | $81+39.4% | $13,954-99.2% | $100+12.6% |