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 9-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 SRVCS Service code 11 · EIN 01-0233346 | Actuarial | $338,449 |
WINSTON & STRAWN LLP1 year Filed as: WINSTON & STRAWN Service code 29 28 STATE ST. · BOSTON, MA 02109 | Legal | $62,044 |
AMERICAN FUNDS1 year Filed as: CAPITAL STRATEGIES GROUP, INC. Service code 27 · EIN 63-1207374 | Advisory (Plan) | $12,570 |
See 1 actuary disclosure. $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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $0 | $102,087-100.0% | $132,825-100.0% | $102,087-100.0% |
| Participation rate | 0.0% | 70.0%-70.0pp | 24.3%-24.3pp | 70.0%-70.0pp |
| Annual return | -8.64% | -1.07%-7.6pp | -2.52%-6.1pp | -1.07%-7.6pp |
| Employer contribution / active EE | $2,209 | $9,331-76.3% | $11,481-80.8% | $9,331-76.3% |
| Participant deferral / active EE | $0 | $2,666-100.0% | $0 | $2,666-100.0% |
| Admin fee / account holder | $0 | $172-100.0% | $839-100.0% | $172-100.0% |