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 | $183,136 |
MERCER5+ years Filed as: MERCER INVESTMENTS Service code 17 · EIN 61-0736360 | Pension Consulting | $58,586 |
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 | $121,466 | $105,247+15.4% | $87,100+39.5% | $77,787+56.2% |
| Participation rate | 94.7% | 85.8%+8.9pp | 76.9%+17.8pp | 73.2%+21.5pp |
| Annual return | 33.94% | 24.52%+9.4pp | 28.19%+5.7pp | 32.57%+1.4pp |
| Employer contribution / active EE | $2,200 | $2,895-24.0% | $2,521-12.8% | $2,504-12.2% |
| Participant deferral / active EE | $6,410 | $5,060+26.7% | $4,049+58.3% | $3,967+61.6% |
| Admin fee / account holder | $48 | $104-53.9% | $7,497-99.4% | $100-51.8% |