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 | $184,950 |
MORGAN STANLEY SMITH BARNEY8+ years Service code 70 ATTN BCS MIDDLE OFFICE · JERSEY CITY, NJ 07303 | Consulting Fees | $60,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,724 | $84,000-56.3% | $119,609-69.3% | $77,904-52.9% |
| Participation rate | 96.8% | 77.8%+19.0pp | 79.3%+17.5pp | 73.7%+23.1pp |
| Annual return | -10.25% | -11.59%+1.3pp | -14.97%+4.7pp | 12.21%-22.5pp |
| Employer contribution / active EE | $2,297 | $2,907-21.0% | $4,232-45.7% | $2,848-19.3% |
| Participant deferral / active EE | $4,759 | $4,705+1.1% | $5,602-15.0% | $4,806-1.0% |
| Admin fee / account holder | $139 | $116+19.8% | $10,323-98.7% | $133+4.7% |