Filed April 23, 2021
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 |
|---|---|---|
MMA SECURITIES LLC1 year Filed as: MMC SECURITIES Service code 27 PO BOX 29779 · NEW YORK, NY 100879779 | Advisory (Plan) | $35,000 |
MERCER1 year Filed as: MERCER INVESTMENT MANAGEMENT,INC. Service code 27 · EIN 30-0282430 | Advisory (Plan) | $5,833 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SERVIC Service code 15 · EIN 01-0233346 | Recordkeeping | $5,391 |
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 | $90,141 | $65,376+37.9% | $87,100+3.5% | $65,185+38.3% |
| Participation rate | 98.6% | 75.3%+23.2pp | 76.9%+21.7pp | 70.2%+28.4pp |
| Annual return | 19.88% | 31.27%-11.4pp | 28.19%-8.3pp | 29.38%-9.5pp |
| Employer contribution / active EE | $2,713 | $1,822+48.9% | $2,521+7.6% | $2,177+24.7% |
| Participant deferral / active EE | $6,778 | $3,388+100.0% | $4,049+67.4% | $3,514+92.9% |
| Admin fee / account holder | $126 | $520-75.7% | $7,497-98.3% | $847-85.1% |