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 | $56,446 |
BERRY DUNN5 years Filed as: BERRY DUNN MCNEIL & PARKER, LLC Service code 10 · EIN 01-0523282 | Accounting | $5,528 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,598 | $214,378-53.5% | $200,582-50.3% | $142,382-30.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 11.85% | 46.41%-34.6pp | 42.33%-30.5pp | 217.08%-205.2pp |
| Employer contribution / active EE | $1,342,997 | $6,841+19530.5% | $6,419+20822.7% | $4,299+31139.0% |
| Participant deferral / active EE | $3,946,795 | $9,865+39909.1% | $9,331+42197.2% | $6,507+60552.7% |
| Admin fee / account holder | $430 | $17,692-97.6% | $16,305-97.4% | $12,624-96.6% |