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 7-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 RETIREMENT PLAN SVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $247,666 |
LOCKTON INVESTMENT ADVISORS, LLC3+ years Service code 27 444 W. 47TH STREET · KANSAS CITY, MO 64412 | Advisory (Plan) | $37,500 |
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 | $87,496 | $85,135+2.8% | $98,907-11.5% | $73,409+19.2% |
| Participation rate | 91.4% | 81.1%+10.3pp | 76.0%+15.4pp | 72.2%+19.2pp |
| Annual return | 15.46% | 19.14%-3.7pp | 196.43%-181.0pp | 59.29%-43.8pp |
| Employer contribution / active EE | $2,191 | $2,721-19.5% | $2,689-18.5% | $2,234-1.9% |
| Participant deferral / active EE | $4,170 | $4,349-4.1% | $4,244-1.7% | $3,805+9.6% |
| Admin fee / account holder | $249 | $139+78.5% | $6,642-96.3% | $158+57.4% |