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 6-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 SERVIC Service code 15 · EIN 01-0233346 | Recordkeeping | $101,857 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $66,110 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $57,973 | $100,801-42.5% | $149,696-61.3% | $73,409-21.0% |
| Participation rate | 76.0% | 77.7%-1.6pp | 82.5%-6.4pp | 72.2%+3.9pp |
| Annual return | 16.60% | 265.34%-248.7pp | 276.60%-260.0pp | 59.29%-42.7pp |
| Employer contribution / active EE | $2,223 | $3,312-32.9% | $4,644-52.1% | $2,234-0.5% |
| Participant deferral / active EE | $4,222 | $6,404-34.1% | $6,842-38.3% | $3,805+11.0% |
| Admin fee / account holder | $239 | $181+32.3% | $9,309-97.4% | $158+51.5% |