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 | $117,467 |
Filed as: ALLIANT RETIREMENT SERVICES, LLC Service code 16 · EIN 33-0785439 | Consulting | $30,000 |
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 | $61,839 | $113,293-45.4% | $67,502-8.4% | $199,593-69.0% |
| Participation rate | 79.4% | 73.3%+6.0pp | 72.9%+6.5pp | 72.0%+7.4pp |
| Annual return | 18.72% | 15.88%+2.8pp | 3512.12%-3493.4pp | 34.25%-15.5pp |
| Employer contribution / active EE | $5,144 | $3,401+51.3% | $2,731+88.4% | $3,034+69.5% |
| Participant deferral / active EE | $8,748 | $4,159+110.3% | $4,000+118.7% | $5,087+72.0% |
| Admin fee / account holder | $115 | $103+11.8% | $3,998-97.1% | $269-57.4% |