Filed March 8, 2019 (most recent of 2 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 4-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 |
|---|---|---|
Service code 26 · EIN 04-2675571 | Advisory (Participants) | $10,466 |
Filed as: JOHN HANCOCK LIFE INS CO USA Service code 15 · EIN 01-0233346 | Recordkeeping | $1,083 |
Filed as: THE PARAGON ALLIANCE GROUP LLC Service code 14 PO BOX 24926 · NEW YORK, NY 100874926 | Plan Administrator | $800 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,540 | $34,934-67.0% | $56,411-79.5% | $74,495-84.5% |
| Participation rate | 95.8% | 32.8%+63.0pp | 52.5%+43.4pp | 67.2%+28.6pp |
| Annual return | 18.02% | 25.94%-7.9pp | 1701.33%-1683.3pp | 1364.94%-1346.9pp |
| Employer contribution / active EE | $1,134 | $609+86.2% | $1,039+9.2% | $2,623-56.8% |
| Participant deferral / active EE | $3,068 | $1,170+162.1% | $1,952+57.2% | $4,346-29.4% |
| Admin fee / account holder | $181 | $2,364-92.4% | $2,829-93.6% | $1,942-90.7% |