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 Service code 15 · EIN 01-0233346 | Recordkeeping | $41,514 |
LOCKTON INVESTMENT ADVISORS, LLC3+ years Service code 27 P.O. BOX 219153 · KANSAS CITY, MO 64121 | Advisory (Plan) | $11,793 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,819 | $52,279-4.7% | $89,391-44.3% | $79,858-37.6% |
| Participation rate | 95.5% | 57.5%+37.9pp | 68.0%+27.5pp | 69.6%+25.8pp |
| Annual return | 11.12% | 22.16%-11.0pp | 245.62%-234.5pp | 31.71%-20.6pp |
| Employer contribution / active EE | $2,265 | $1,572+44.1% | $2,586-12.4% | $2,471-8.3% |
| Participant deferral / active EE | $3,097 | $2,740+13.0% | $3,890-20.4% | $3,740-17.2% |
| Admin fee / account holder | $245 | $3,356-92.7% | $4,881-95.0% | $5,306-95.4% |