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 |
|---|---|---|
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Filed as: JOHN HANCOCK RETIREMENT SRVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $256,118 |
MORGAN STANLEY SMITH BARNEY10+ 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 | $44,551 | $2,679,533-98.3% | $164,813-73.0% | $199,593-77.7% |
| Participation rate | 98.0% | 78.3%+19.7pp | 78.6%+19.4pp | 72.0%+26.0pp |
| Annual return | 14.57% | 17.93%-3.4pp | 69.93%-55.4pp | 34.25%-19.7pp |
| Employer contribution / active EE | $2,702 | $2,970-9.0% | $4,341-37.8% | $3,034-10.9% |
| Participant deferral / active EE | $5,651 | $5,010+12.8% | $6,031-6.3% | $5,087+11.1% |
| Admin fee / account holder | $143 | $1,982-92.8% | $12,690-98.9% | $269-46.7% |