Filed August 31, 2020 (most recent of 5 filings on file)
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 PLAN SRVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $79,069 |
MMA SECURITIES LLC4 years Filed as: MMA SECURITIES, LLC Service code 27 · EIN 22-3570392 | Advisory (Plan) | $40,000 |
GRAY, GRAY & GRAY6+ years Service code 10 · EIN 04-2088368 | Accounting | $9,010 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,903 | $111,608+26.2% | $177,821-20.8% | $73,409+91.9% |
| Participation rate | 98.7% | 87.9%+10.9pp | 87.7%+11.0pp | 72.2%+26.6pp |
| Annual return | 15.16% | 18.23%-3.1pp | 48.32%-33.2pp | 59.29%-44.1pp |
| Employer contribution / active EE | $3,799 | $3,796+0.1% | $5,918-35.8% | $2,234+70.1% |
| Participant deferral / active EE | $7,396 | $6,199+19.3% | $7,714-4.1% | $3,805+94.4% |
| Admin fee / account holder | $230 | $166+38.7% | $12,427-98.2% | $158+45.5% |