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 |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SRVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $75,854 |
Filed as: UNITED PLANNERS Service code 27 7333 E. DOUBLETREE RANCH ROAD · SCOTTSDALE, AZ 85261 | Advisory (Plan) | $48,584 |
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 | $13,810 | $31,424-56.1% | $81,478-83.1% | $69,631-80.2% |
| Participation rate | 88.8% | 50.8%+38.0pp | 68.0%+20.9pp | 70.7%+18.1pp |
| Annual return | 16.60% | 22.44%-5.8pp | 38.78%-22.2pp | 27571.02%-27554.4pp |
| Employer contribution / active EE | $0 | $1,029-100.0% | $2,568-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $3,266 | $1,838+77.7% | $3,537-7.7% | $3,224+1.3% |
| Admin fee / account holder | $119 | $103+15.9% | $4,561-97.4% | $110+7.6% |