Filed September 11, 2024 (most recent of 2 filings on file)
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 15 · EIN 01-0233346 | Recordkeeping | $102,609 |
IRA GROUP5+ years Filed as: IRA GROUP, INC. Service code 20 · EIN 58-1989031 | Direct payment from the plan; Trustee... | $20,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,829 | $74,347+94.8% | $93,606+54.7% | $67,579+114.3% |
| Participation rate | 93.4% | 80.6%+12.8pp | 75.8%+17.6pp | 71.3%+22.2pp |
| Annual return | 24.23% | 28.07%-3.8pp | 32.76%-8.5pp | 378.56%-354.3pp |
| Employer contribution / active EE | $3,171 | $2,583+22.8% | $2,718+16.7% | $2,148+47.6% |
| Participant deferral / active EE | $5,678 | $4,060+39.8% | $4,069+39.6% | $3,539+60.4% |
| Admin fee / account holder | $142 | $123+15.9% | $7,888-98.2% | $1420% |