Filed September 11, 2023
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 |
|---|---|---|
PENSION ASSURANCE LLP1+ years Filed as: THE PENSION GROUP, INC. Service code 13 · EIN 33-0043744 | Contract Administrator | $5,565 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO. Service code 15 · EIN 01-0233346 | Recordkeeping | $416 |
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 | $45,011 | $54,320-17.1% | $67,652-33.5% | $52,331-14.0% |
| Participation rate | 90.5% | 73.6%+16.9pp | 75.7%+14.9pp | 68.1%+22.4pp |
| Annual return | 2.64% | 6.81%-4.2pp | 6625.04%-6622.4pp | 4.54%-1.9pp |
| Employer contribution / active EE | $2,733 | $1,544+77.1% | $2,266+20.6% | $1,882+45.3% |
| Participant deferral / active EE | $6,658 | $2,950+125.7% | $3,560+87.0% | $3,022+120.3% |
| Admin fee / account holder | $25 | $527-95.2% | $4,821-99.5% | $592-95.7% |