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 SERVIC Service code 15 · EIN 01-0233346 | Recordkeeping | $62,737 |
ADP BROKER-DEALER5 years Filed as: PENSION CONSULTANTS, INC. Service code 27 300 SOUTH CAMPBELL AVENUE · SPRINGFIELD, MO 65806 | Advisory (Plan) | $49,972 |
HCJ CPAS & ADVISORS PLLC1 year Service code 10 · EIN 71-0650689 | Accounting | $13,100 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $32,616 | $127,481-74.4% | $149,696-78.2% | $90,288-63.9% |
| Participation rate | 62.4% | 78.2%-15.8pp | 82.5%-20.1pp | 73.4%-11.0pp |
| Annual return | 18.08% | 57.78%-39.7pp | 276.60%-258.5pp | 53.97%-35.9pp |
| Employer contribution / active EE | $1,744 | $3,448-49.4% | $4,644-62.4% | $2,524-30.9% |
| Participant deferral / active EE | $1,412 | $6,975-79.8% | $6,842-79.4% | $4,232-66.6% |
| Admin fee / account holder | $141 | $152-7.2% | $9,309-98.5% | $114+23.4% |