Filed April 16, 2018
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 8-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 | $49,224 |
LOCKTON INVESTMENT ADVISORS, LLC2+ years Service code 27 P.O. BOX 219153 · KANSAS CITY, MO 64121 | Advisory (Plan) | $11,900 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $45,898 | $38,365+19.6% | $84,611-45.8% | $65,185-29.6% |
| Participation rate | 89.2% | 55.7%+33.6pp | 68.2%+21.0pp | 70.2%+19.0pp |
| Annual return | 15.87% | 32.00%-16.1pp | 258.74%-242.9pp | 29.38%-13.5pp |
| Employer contribution / active EE | $2,407 | $1,258+91.2% | $2,652-9.3% | $2,177+10.6% |
| Participant deferral / active EE | $3,232 | $2,278+41.8% | $3,899-17.1% | $3,514-8.0% |
| Admin fee / account holder | $252 | $451-44.3% | $4,912-94.9% | $847-70.3% |