Filed December 1, 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 |
|---|---|---|
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Filed as: JOHN HANCOCK TRUST COMPANY, LLC Service code 71 · EIN 80-0709115 | Brokerage Fees | $135,015 |
NORDSON CORPORATION1 year Service code 14 · EIN 34-0590250 | Plan Administrator | $82,264 |
MERCER10+ years Filed as: MERCER INVESTMENTS Service code 27 · EIN 61-0736360 | Advisory (Plan) | $72,675 |
Filed as: FIDELITY INVESTMENTS INST OPERATION Service code 37 · EIN 04-2647786 | Loan Processing | $26,532 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $166,496 | $110,299+50.9% | $102,423+62.6% | $199,593-16.6% |
| Participation rate | 95.1% | 86.3%+8.9pp | 76.5%+18.7pp | 72.0%+23.2pp |
| Annual return | 11.75% | 35.73%-24.0pp | 29.32%-17.6pp | 34.25%-22.5pp |
| Employer contribution / active EE | $3,797 | $3,603+5.4% | $3,023+25.6% | $3,034+25.2% |
| Participant deferral / active EE | $8,539 | $6,376+33.9% | $5,053+69.0% | $5,087+67.9% |
| Admin fee / account holder | $72 | $122-41.2% | $9,451-99.2% | $269-73.3% |