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 |
|---|---|---|
DA DAVIDSON & CO4 years Filed as: D.A. DAVIDSON & CO. Service code 26 1225 L STREET · LINCOLN, NE 68508 | Advisory (Participants) | $21,651 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SERVIC Service code 27 · EIN 01-0233346 | Advisory (Plan) | $1,163 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $100,350 | $89,652+11.9% | $141,162-28.9% | $65,185+53.9% |
| Participation rate | 89.4% | 74.7%+14.7pp | 82.5%+7.0pp | 70.2%+19.2pp |
| Annual return | 28.46% | 32.79%-4.3pp | 71.39%-42.9pp | 29.38%-0.9pp |
| Employer contribution / active EE | $1,683 | $3,065-45.1% | $4,735-64.5% | $2,177-22.7% |
| Participant deferral / active EE | $4,931 | $5,691-13.4% | $6,709-26.5% | $3,514+40.3% |
| Admin fee / account holder | $127 | $569-77.6% | $10,261-98.8% | $847-85.0% |