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 6-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 |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $75,274 |
Filed as: ALLIANT RETIREMENT SERVICES, LLC Service code 16 · EIN 33-0785439 | Consulting | $22,500 |
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 | $45,716 | $105,179-56.5% | $64,056-28.6% | $80,160-43.0% |
| Participation rate | 78.2% | 73.5%+4.7pp | 72.3%+5.9pp | 72.9%+5.3pp |
| Annual return | 27.40% | 20.34%+7.1pp | 33.69%-6.3pp | 40.38%-13.0pp |
| Employer contribution / active EE | $4,043 | $3,311+22.1% | $2,747+47.2% | $2,978+35.8% |
| Participant deferral / active EE | $7,018 | $4,020+74.6% | $3,880+80.9% | $5,017+39.9% |
| Admin fee / account holder | $74 | $113-34.9% | $3,068-97.6% | $145-49.1% |