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 | $105,001 |
LOCKTON INVESTMENT ADVISORS, LLC2+ years Service code 27 DEPT 999224 · KANSAS CITY, ME 64121 | Advisory (Plan) | $77,543 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $75,623 | $80,177-5.7% | $123,892-39.0% | $57,658+31.2% |
| Participation rate | 74.2% | 74.4%-0.2pp | 81.4%-7.2pp | 70.2%+4.0pp |
| Annual return | 6.87% | 17.90%-11.0pp | 47.52%-40.6pp | 5.13%+1.7pp |
| Employer contribution / active EE | $608 | $2,913-79.1% | $4,617-86.8% | $1,974-69.2% |
| Participant deferral / active EE | $6,546 | $5,130+27.6% | $5,984+9.4% | $3,061+113.9% |
| Admin fee / account holder | $249 | $106+134.6% | $8,357-97.0% | $95+163.9% |