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 | $82,574 |
BERRY DUNN4 years Filed as: BERRY DUNN MCNEIL & PARKER, LLC Service code 10 · EIN 01-0523282 | Accounting | $6,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $178,126 | $129,021+38.1% | $184,203-3.3% | $77,643+129.4% |
| Participation rate | 98.8% | 87.3%+11.5pp | 86.8%+12.0pp | 70.6%+28.3pp |
| Annual return | 16.00% | 33.27%-17.3pp | 28.81%-12.8pp | 31.24%-15.2pp |
| Employer contribution / active EE | $3,588 | $4,413-18.7% | $6,427-44.2% | $2,726+31.6% |
| Participant deferral / active EE | $10,249 | $7,297+40.5% | $9,131+12.2% | $4,647+120.5% |
| Admin fee / account holder | $123 | $254-51.5% | $13,901-99.1% | $430-71.4% |