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 SRVS Service code 15 · EIN 01-0233346 | Recordkeeping | $5,150 |
Filed as: NEW YORK LIFE INVESTMENT MANAGEMENT Service code 15 · EIN 52-2206685 | Recordkeeping | $1,400 |
NYL SECURITIES1+ years Filed as: NYL - NEW JERSEY GO Service code 27 1 HORSESHOE COURT · MONROE, NJ 08831 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $56,655 | $67,166-15.6% | $57,343-1.2% | $55,191+2.7% |
| Participation rate | 98.9% | 77.7%+21.2pp | 75.1%+23.8pp | 69.2%+29.8pp |
| Annual return | -0.19% | 4.22%-4.4pp | 24.39%-24.6pp | 10.78%-11.0pp |
| Employer contribution / active EE | $3,300 | $2,812+17.3% | $2,689+22.7% | $1,899+73.8% |
| Participant deferral / active EE | $4,681 | $2,835+65.1% | $3,162+48.0% | $3,046+53.7% |
| Admin fee / account holder | $14 | $44-67.9% | $3,356-99.6% | $91-84.6% |