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 |
|---|---|---|
Service code 15 · EIN 77-0204740 | Recordkeeping | $69,020 |
Filed as: PRINCIPAL BANK Service code 19 510 N.VALLEY MILLS DRIVE, SUITE 400 · WACO, TX 76710 | Securities Custodian | $41,174 |
Service code 10 · EIN 26-2758982 | Accounting | $34,500 |
Service code 11 5200 LANKERSHIM BLVD. SUITE 740 · NORTH HOLLYWOOD, CA 91601 | Actuarial | $32,189 |
MEREDITH J. SESSER3 years Service code 16 16030 VENTURA BLVD. SUITE 320 · ENCINO, CA 91436 | Consulting | $3,281 |
Filed as: JOHN HANCOCK LIFE INURANCE COMPANY Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $0 |
See 1 actuary disclosure. $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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $33,520-100.0% | $148,078-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.4%-5.4pp | 2.1%-2.1pp |
| Annual return | 5.65% | 5.99%-0.3pp | 6.78%-1.1pp | 7.65%-2.0pp |
| Employer contribution / active EE | $4,513 | $10,834-58.3% | $25,154-82.1% | $20,599-78.1% |
| Participant deferral / active EE | $0 | $250-100.0% | $47-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $7,182-100.0% | $193-100.0% |