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 | $175,294 |
MERCER6+ years Filed as: MERCER INVESTMENTS Service code 17 · EIN 61-0736360 | Pension Consulting | $29,699 |
Filed as: KEY BANK NA Service code 10 · EIN 34-6542451 | Accounting | $13,693 |
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 | $141,641 | $176,491-19.7% | $95,952+47.6% | $90,288+56.9% |
| Participation rate | 94.7% | 86.6%+8.1pp | 77.1%+17.6pp | 73.4%+21.3pp |
| Annual return | 26.61% | 20.14%+6.5pp | 91.61%-65.0pp | 53.97%-27.4pp |
| Employer contribution / active EE | $2,328 | $2,789-16.5% | $2,541-8.4% | $2,524-7.8% |
| Participant deferral / active EE | $7,131 | $5,340+33.5% | $4,167+71.1% | $4,232+68.5% |
| Admin fee / account holder | $40 | $154-74.1% | $6,795-99.4% | $114-65.0% |