Filed April 6, 2021 (most recent of 7 filings on file)
Total covered: 3 employees
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 SRVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $166,639 |
MORGAN STANLEY SMITH BARNEY4+ years Service code 70 ATTN BCS MIDDLE OFFICE · JERSEY CITY, NJ 07303 | Consulting Fees | $40,000 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $31,200 | $64,311-51.5% | $110,238-71.7% | $75,289-58.6% |
| Participation rate | 96.3% | 79.3%+17.1pp | 79.8%+16.5pp | 72.4%+23.9pp |
| Annual return | -3.88% | -1.74%-2.1pp | 314.74%-318.6pp | -0.04%-3.8pp |
| Employer contribution / active EE | $2,046 | $2,404-14.9% | $3,826-46.5% | $2,405-14.9% |
| Participant deferral / active EE | $3,690 | $3,892-5.2% | $4,672-21.0% | $3,739-1.3% |
| Admin fee / account holder | $124 | $88+41.9% | $8,547-98.5% | $102+21.6% |