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 | $184,564 |
MORGAN STANLEY SMITH BARNEY9+ 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 | $40,887 | $84,993-51.9% | $129,995-68.5% | $80,160-49.0% |
| Participation rate | 96.0% | 79.5%+16.5pp | 78.5%+17.5pp | 72.9%+23.1pp |
| Annual return | 18.33% | 23.76%-5.4pp | -137.18%+155.5pp | 40.38%-22.1pp |
| Employer contribution / active EE | $2,420 | $3,051-20.7% | $4,320-44.0% | $2,978-18.7% |
| Participant deferral / active EE | $4,945 | $4,984-0.8% | $5,820-15.0% | $5,017-1.4% |
| Admin fee / account holder | $135 | $391-65.4% | $10,614-98.7% | $145-6.7% |