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 | $63,914 |
Service code 27 55 WALKERS BROOK DR · READING, MA 01867 | Advisory (Plan) | $16,000 |
BERRY DUNN3 years Filed as: BERRY DUNN MCNEIL & PARKER, LLC Service code 10 · EIN 01-0523282 | Accounting | $5,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $160,445 | $100,227+60.1% | $169,993-5.6% | $74,419+115.6% |
| Participation rate | 98.3% | 87.3%+11.0pp | 87.0%+11.3pp | 70.7%+27.6pp |
| Annual return | 17.35% | 66.08%-48.7pp | 53.37%-36.0pp | 34.38%-17.0pp |
| Employer contribution / active EE | $3,462 | $4,263-18.8% | $6,785-49.0% | $2,637+31.3% |
| Participant deferral / active EE | $9,729 | $7,143+36.2% | $10,408-6.5% | $4,528+114.9% |
| Admin fee / account holder | $123 | $234-47.6% | $12,815-99.0% | $348-64.7% |