Filed May 11, 2023
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 |
|---|---|---|
PORTFOLIO EVALUATIONS, INC.1+ years Service code 10 15 INDEPENDENCE BLVD · WARREN, NJ 07059 | Accounting | $21,000 |
Filed as: JOHN HANCOCK RETIRMENT SRVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $20,676 |
Filed as: NEW YORK LIFE INVESTMENT MANAGEMENT Service code 15 · EIN 52-2206685 | Recordkeeping | $7,680 |
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 | $95,368 | $88,324+8.0% | $115,037-17.1% | $55,191+72.8% |
| Participation rate | 97.4% | 72.5%+24.9pp | 81.4%+16.0pp | 69.2%+28.2pp |
| Annual return | 0.25% | 6.30%-6.0pp | 26.14%-25.9pp | 10.78%-10.5pp |
| Employer contribution / active EE | $2,656 | $2,805-5.3% | $4,608-42.4% | $1,899+39.9% |
| Participant deferral / active EE | $8,968 | $5,042+77.9% | $6,026+48.8% | $3,046+194.4% |
| Admin fee / account holder | $53 | $105-49.6% | $8,175-99.4% | $91-41.5% |