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 SRVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $55,134 |
SNOWDEN CAPITAL ADVISORS LLC6+ years Service code 27 · EIN 45-0997570 | Advisory (Plan) | $40,000 |
Service code 10 · EIN 52-1392008 | Accounting | $8,253 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $162,837 | $70,908+129.6% | $98,907+64.6% | $73,488+121.6% |
| Participation rate | 100.0% | 73.8%+26.2pp | 76.0%+24.0pp | 70.7%+29.3pp |
| Annual return | 16.84% | 34.17%-17.3pp | 196.43%-179.6pp | 28.51%-11.7pp |
| Employer contribution / active EE | $8,555 | $2,036+320.1% | $2,689+218.2% | $2,270+276.9% |
| Participant deferral / active EE | $7,724 | $3,500+120.7% | $4,244+82.0% | $3,740+106.6% |
| Admin fee / account holder | $380 | $535-29.0% | $6,642-94.3% | $513-26.0% |