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 | $186,596 |
MORGAN STANLEY SMITH BARNEY7+ years Service code 70 ATTN BCS MIDDLE OFFICE · JERSEY CITY, NJ 07303 | Consulting Fees | $60,000 |
Filed as: THE ANGELL PENSION GROUP INC Service code 99 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Other Fees | $3,548 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,771 | $91,746-55.6% | $146,665-72.2% | $93,030-56.2% |
| Participation rate | 95.1% | 80.9%+14.1pp | 80.1%+15.0pp | 73.9%+21.1pp |
| Annual return | 9.78% | 18.28%-8.5pp | 22.74%-13.0pp | 158.70%-148.9pp |
| Employer contribution / active EE | $2,301 | $2,815-18.2% | $4,136-44.4% | $2,706-15.0% |
| Participant deferral / active EE | $4,753 | $4,589+3.6% | $5,506-13.7% | $4,562+4.2% |
| Admin fee / account holder | $144 | $101+42.5% | $10,280-98.6% | $152-4.9% |