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 |
|---|---|---|
RTW FINANCIAL ADVISORS8+ years Service code 27 14114 DALLAS PKWY · DALLAS, TX 752541346 | Advisory (Plan) | $101,566 |
Filed as: JOHN HANCOCK RETIRMENT PLAN SRVCS Service code 11 · EIN 01-0233346 | Actuarial | $78,025 |
MOSS ADAMS LLP5 years Service code 10 · EIN 91-0189318 | Accounting | $24,833 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $107,032-100.0% | $732,694-100.0% | $107,032-100.0% |
| Participation rate | 0.0% | 9.9%-9.9pp | 7.1%-7.1pp | 9.9%-9.9pp |
| Annual return | 0.98% | -5.25%+6.2pp | -15.18%+16.2pp | -5.25%+6.2pp |
| Employer contribution / active EE | $15,094 | $15,166-0.5% | $53,321-71.7% | $15,166-0.5% |
| Participant deferral / active EE | $0 | $120-100.0% | $0 | $120-100.0% |
| Admin fee / account holder | $0 | $3,859-100.0% | $0 | $3,859-100.0% |