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 | $147,951 |
LOCKTON INVESTMENT ADVISORS, LLC3+ years Filed as: LOCKTON FINANCIAL ADVISORS LLC Service code 27 · EIN 20-3247391 | Advisory (Plan) | $23,100 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,818 | $39,948-52.9% | $89,391-78.9% | $73,409-74.4% |
| Participation rate | 91.7% | 50.4%+41.3pp | 68.0%+23.8pp | 72.2%+19.6pp |
| Annual return | 13.77% | 50.12%-36.4pp | 245.62%-231.8pp | 59.29%-45.5pp |
| Employer contribution / active EE | $3,089 | $1,200+157.5% | $2,586+19.5% | $2,234+38.3% |
| Participant deferral / active EE | $2,252 | $2,193+2.7% | $3,890-42.1% | $3,805-40.8% |
| Admin fee / account holder | $222 | $134+65.3% | $4,881-95.5% | $158+40.5% |