Filed February 22, 2024
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 10-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 |
|---|---|---|
RETIREMENT PLANNING SERVICES, INC.1+ years Service code 49 7100 E. BELLEVIEW AVE., STE. 300 · GREENWOOD VILLAGE, CO 80111 | Other Services | $2,375 |
Filed as: JOHN HANCOCK LIFE INS CO USA Service code 15 · EIN 01-0233346 | Recordkeeping | $412 |
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 | $90,798 | $70,002+29.7% | $115,037-21.1% | $52,331+73.5% |
| Participation rate | 87.6% | 72.1%+15.5pp | 81.4%+6.2pp | 68.1%+19.5pp |
| Annual return | -1.30% | 4.04%-5.3pp | 26.14%-27.4pp | 4.54%-5.8pp |
| Employer contribution / active EE | $1,964 | $2,715-27.7% | $4,608-57.4% | $1,882+4.4% |
| Participant deferral / active EE | $6,593 | $4,920+34.0% | $6,026+9.4% | $3,022+118.1% |
| Admin fee / account holder | $11 | $566-98.0% | $8,175-99.9% | $592-98.1% |