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 | $132,798 |
LOCKTON INVESTMENT ADVISORS, LLC3+ years Service code 27 DEPT 999224 · KANSAS CITY, ME 64121 | Advisory (Plan) | $87,702 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $92,110 | $155,795-40.9% | $136,294-32.4% | $69,631+32.3% |
| Participation rate | 77.1% | 75.2%+1.8pp | 81.9%-4.9pp | 70.7%+6.4pp |
| Annual return | 17.25% | 232464.33%-232447.1pp | 5155.94%-5138.7pp | 27571.02%-27553.8pp |
| Employer contribution / active EE | $698 | $2,991-76.7% | $4,695-85.1% | $2,032-65.6% |
| Participant deferral / active EE | $7,626 | $5,394+41.4% | $6,247+22.1% | $3,224+136.6% |
| Admin fee / account holder | $305 | $128+137.5% | $9,243-96.7% | $110+175.8% |