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 SVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $92,074 |
BKD, LLP3+ years Service code 10 · EIN 13-5381590 | Accounting | $12,500 |
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 | $138,315 | $69,305+99.6% | $82,313+68.0% | $69,631+98.6% |
| Participation rate | 96.5% | 80.3%+16.2pp | 76.9%+19.6pp | 70.7%+25.8pp |
| Annual return | 17.46% | 21.47%-4.0pp | 25.88%-8.4pp | 27571.02%-27553.6pp |
| Employer contribution / active EE | $3,081 | $1,887+63.3% | $2,428+26.9% | $2,032+51.6% |
| Participant deferral / active EE | $10,011 | $3,568+180.5% | $3,706+170.1% | $3,224+210.5% |
| Admin fee / account holder | $156 | $97+60.8% | $5,608-97.2% | $110+41.5% |