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 | $76,855 |
MMA SECURITIES LLC8 years Filed as: MMA SECURITIES, LLC Service code 27 · EIN 22-3570392 | Advisory (Plan) | $40,000 |
GRAY, GRAY & GRAY10+ years Service code 10 · EIN 04-2088368 | Accounting | $30,500 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,417 | $129,021+3.4% | $184,203-27.6% | $77,643+71.8% |
| Participation rate | 99.3% | 87.3%+11.9pp | 86.8%+12.4pp | 70.6%+28.7pp |
| Annual return | 12.42% | 33.27%-20.9pp | 28.81%-16.4pp | 31.24%-18.8pp |
| Employer contribution / active EE | $2,399 | $4,413-45.6% | $6,427-62.7% | $2,726-12.0% |
| Participant deferral / active EE | $8,151 | $7,297+11.7% | $9,131-10.7% | $4,647+75.4% |
| Admin fee / account holder | $245 | $254-3.6% | $13,901-98.2% | $430-43.1% |