Filed September 11, 2019 (most recent of 3 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 RETIREMENT PLAN SRVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $67,849 |
Service code 27 ONE HUNDRED NORTHFIELD DRIVE · WINDSOR, CT 06095 | Advisory (Plan) | $40,225 |
ERNST & YOUNG LLP4+ years Filed as: ERNST & YOUNG, LLP Service code 10 · EIN 34-6565596 | Accounting | $34,510 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,118 | $96,900-15.3% | $111,392-26.3% | $75,289+9.1% |
| Participation rate | 87.7% | 85.9%+1.7pp | 78.9%+8.8pp | 72.4%+15.3pp |
| Annual return | -5.01% | 1.66%-6.7pp | -2.06%-3.0pp | -0.04%-5.0pp |
| Employer contribution / active EE | $2,986 | $5,520-45.9% | $4,328-31.0% | $2,405+24.1% |
| Participant deferral / active EE | $5,038 | $6,494-22.4% | $5,567-9.5% | $3,739+34.8% |
| Admin fee / account holder | $63 | $105-39.7% | $12,266-99.5% | $102-38.1% |