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 |
|---|---|---|
Filed as: JOHN HANCOCK TRUST COMPANY, LLC Service code 71 · EIN 80-0709115 | Brokerage Fees | $317,837 |
MERCER4+ years Filed as: MERCER INVESTMENTS Service code 17 · EIN 61-0736360 | Pension Consulting | $57,943 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,760 | $78,852+45.5% | $76,768+49.5% | $75,289+52.4% |
| Participation rate | 79.3% | 85.0%-5.7pp | 77.0%+2.3pp | 72.4%+6.8pp |
| Annual return | -4.40% | -1.29%-3.1pp | 2.43%-6.8pp | -0.04%-4.4pp |
| Employer contribution / active EE | $1,809 | $2,794-35.3% | $2,485-27.2% | $2,405-24.8% |
| Participant deferral / active EE | $5,299 | $4,800+10.4% | $3,852+37.6% | $3,739+41.7% |
| Admin fee / account holder | $89 | $79+13.1% | $6,675-98.7% | $102-12.7% |