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 | $165,374 |
MORGAN STANLEY SMITH BARNEY5+ years Service code 70 ATTN BCS MIDDLE OFFICE · JERSEY CITY, NJ 07303 | Consulting Fees | $40,000 |
Filed as: THE ANGELL PENSION GROUP INC Service code 99 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Other Fees | $15,575 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $33,273 | $73,125-54.5% | $125,175-73.4% | $77,787-57.2% |
| Participation rate | 96.9% | 79.4%+17.5pp | 79.8%+17.1pp | 73.2%+23.7pp |
| Annual return | 18.83% | 24.71%-5.9pp | 43.79%-25.0pp | 32.57%-13.7pp |
| Employer contribution / active EE | $2,055 | $2,413-14.8% | $3,865-46.8% | $2,504-17.9% |
| Participant deferral / active EE | $3,731 | $3,966-5.9% | $4,937-24.4% | $3,967-6.0% |
| Admin fee / account holder | $127 | $89+42.1% | $9,702-98.7% | $100+26.9% |