Filed February 22, 2024
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
RETIREMENT PLANNING SERVICES, INC.3+ years Service code 49 P.O. BOX 3789 · LITTLETON, CO 80161 | Other Services | $2,200 |
Filed as: JOHN HANCOCK LIFE INS CO USA Service code 15 · EIN 01-0233346 | Recordkeeping | $1,099 |
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 | $122,043 | $80,753+51.1% | $136,294-10.5% | $62,292+95.9% |
| Participation rate | 92.5% | 73.5%+19.0pp | 81.9%+10.6pp | 69.5%+23.0pp |
| Annual return | 18.74% | 35.83%-17.1pp | 5155.94%-5137.2pp | 28.90%-10.2pp |
| Employer contribution / active EE | $2,431 | $2,884-15.7% | $4,695-48.2% | $2,042+19.0% |
| Participant deferral / active EE | $7,558 | $5,164+46.4% | $6,247+21.0% | $3,169+138.5% |
| Admin fee / account holder | $13 | $525-97.5% | $9,243-99.9% | $479-97.3% |