Filed August 27, 2021 (most recent of 4 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 Service code 15 PO BOX 55978 · BOSTON, MA 02205 | Recordkeeping | $64,983 |
ROYAL ALLIANCE ASSOCIATES INC10+ years Filed as: ROYAL ALLIANCE ASSOCIATES, INC. Service code 27 · EIN 93-0987232 | Advisory (Plan) | $50,000 |
TRINITY PENSION CONSULTANTS8 years Filed as: TRINITY PENSION CONSULTANTS INC. Service code 15 · EIN 20-4548831 | Recordkeeping | $7,200 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,389 | $66,457+45.0% | $81,438+18.4% | $77,671+24.1% |
| Participation rate | 45.8% | 68.7%-22.9pp | 69.5%-23.7pp | 70.6%-24.7pp |
| Annual return | 12.92% | 15.93%-3.0pp | 24.74%-11.8pp | 31.21%-18.3pp |
| Employer contribution / active EE | $1,817 | $2,159-15.8% | $2,460-26.1% | $2,726-33.3% |
| Participant deferral / active EE | $2,921 | $3,679-20.6% | $3,883-24.8% | $4,648-37.1% |
| Admin fee / account holder | $201 | $583-65.6% | $5,764-96.5% | $430-53.4% |