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 SVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $235,483 |
ARMANINO LLP3 years Filed as: ARMANINO, LLP Service code 10 · EIN 94-6214841 6 CITY PLACE DRIVE, STE. 900 · ST. LOUIS, MO 63141 | Accounting | $18,900 |
ADP BROKER-DEALER10+ years Filed as: PENSION CONSULTANTS Service code 27 · EIN 43-1685158 300 S CAMPBELL AVE · SPRINGFIELD, MO 65806 | Advisory (Plan) | $12,515 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $68,023 | $55,347+22.9% | $120,354-43.5% | $199,593-65.9% |
| Participation rate | 84.2% | 52.9%+31.3pp | 71.9%+12.3pp | 72.0%+12.2pp |
| Annual return | 15.47% | 15.37%+0.1pp | 107.15%-91.7pp | 34.25%-18.8pp |
| Employer contribution / active EE | $670 | $1,296-48.3% | $3,463-80.6% | $3,034-77.9% |
| Participant deferral / active EE | $3,770 | $2,350+60.4% | $4,991-24.5% | $5,087-25.9% |
| Admin fee / account holder | $118 | $134-12.4% | $9,423-98.8% | $269-56.3% |