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 Service code 15 · EIN 01-0233346 | Recordkeeping | $73,617 |
MMA SECURITIES LLC5 years Filed as: MMA SECURITIES, LLC Service code 27 · EIN 22-3570392 | Advisory (Plan) | $40,000 |
GRAY, GRAY & GRAY7+ years Service code 10 · EIN 04-2088368 | Accounting | $25,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $156,702 | $111,491+40.6% | $189,513-17.3% | $86,799+80.5% |
| Participation rate | 95.0% | 87.3%+7.7pp | 87.8%+7.2pp | 72.3%+22.7pp |
| Annual return | 17.97% | 83.50%-65.5pp | 555.15%-537.2pp | 97.91%-79.9pp |
| Employer contribution / active EE | $3,721 | $3,951-5.8% | $6,162-39.6% | $2,405+54.7% |
| Participant deferral / active EE | $7,256 | $6,437+12.7% | $8,221-11.7% | $4,131+75.6% |
| Admin fee / account holder | $237 | $189+25.4% | $12,045-98.0% | $170+39.5% |