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 7-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 | $631,432 |
UBS FINANCIAL SERVICES INC3 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $40,000 |
MILLER KAPLAN ARASE LLP4 years Service code 10 · EIN 95-2036255 | Accounting | $25,000 |
OPERATING ENGINEERS FUNDS, INC.5+ years Service code 14 · EIN 95-2694167 | Plan Administrator | $12,000 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,825 | $55,730-75.2% | $96,683-85.7% | $96,393-85.7% |
| Participation rate | 88.8% | 82.8%+6.0pp | 74.3%+14.5pp | 71.3%+17.5pp |
| Annual return | 7.46% | 12.78%-5.3pp | 35.69%-28.2pp | 22.88%-15.4pp |
| Employer contribution / active EE | $4,111 | $4,014+2.4% | $3,737+10.0% | $3,238+26.9% |
| Participant deferral / active EE | $0 | $3,393-100.0% | $4,878-100.0% | $5,455-100.0% |
| Admin fee / account holder | $39 | $105-62.7% | $6,730-99.4% | $74-46.7% |