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 | $80,004 |
MMA SECURITIES LLC6 years Filed as: MMA SECURITIES, LLC Service code 27 · EIN 22-3570392 | Advisory (Plan) | $40,000 |
GRAY, GRAY & GRAY8+ years Service code 10 · EIN 04-2088368 | Accounting | $26,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,301 | $86,897+43.0% | $151,611-18.0% | $64,808+91.8% |
| Participation rate | 98.0% | 87.3%+10.7pp | 87.5%+10.5pp | 71.5%+26.5pp |
| Annual return | -13.76% | -3.57%-10.2pp | 3.33%-17.1pp | 32.82%-46.6pp |
| Employer contribution / active EE | $2,926 | $4,010-27.0% | $6,166-52.5% | $2,506+16.8% |
| Participant deferral / active EE | $7,435 | $6,690+11.1% | $8,363-11.1% | $4,310+72.5% |
| Admin fee / account holder | $229 | $153+49.9% | $11,616-98.0% | $188+22.1% |