Filed December 11, 2018 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 | $62,772 |
BERRY DUNN2 years Filed as: BERRY DUNN MCNEIL & PARKER, LLC Service code 10 · EIN 01-0523282 | Accounting | $11,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,621 | $86,897+54.9% | $151,611-11.2% | $64,808+107.7% |
| Participation rate | 99.0% | 87.3%+11.7pp | 87.5%+11.5pp | 71.5%+27.5pp |
| Annual return | -15.45% | -3.57%-11.9pp | 3.33%-18.8pp | 32.82%-48.3pp |
| Employer contribution / active EE | $3,278 | $4,010-18.3% | $6,166-46.8% | $2,506+30.8% |
| Participant deferral / active EE | $9,107 | $6,690+36.1% | $8,363+8.9% | $4,310+111.3% |
| Admin fee / account holder | $108 | $153-29.4% | $11,616-99.1% | $188-42.5% |