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 | $129,190 |
LOCKTON INVESTMENT ADVISORS, LLC2+ years Filed as: LOCKTON FINANCIAL ADVISORS LLC Service code 27 · EIN 20-3247391 | Advisory (Plan) | $23,100 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $15,119 | $40,522-62.7% | $84,611-82.1% | $67,579-77.6% |
| Participation rate | 88.8% | 51.1%+37.7pp | 68.2%+20.6pp | 71.3%+17.5pp |
| Annual return | 30.40% | 32.72%-2.3pp | 258.74%-228.3pp | 378.56%-348.2pp |
| Employer contribution / active EE | $3,546 | $1,146+209.3% | $2,652+33.7% | $2,148+65.1% |
| Participant deferral / active EE | $1,798 | $2,132-15.6% | $3,899-53.9% | $3,539-49.2% |
| Admin fee / account holder | $187 | $145+28.4% | $4,912-96.2% | $142+31.2% |