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 | $281,507 |
MERCER8+ years Filed as: MERCER INVESTMENTS Service code 17 · EIN 61-0736360 | Pension Consulting | $47,464 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,984 | $130,141-5.5% | $86,677+41.9% | $77,904+57.9% |
| Participation rate | 91.1% | 85.9%+5.1pp | 76.6%+14.5pp | 73.7%+17.4pp |
| Annual return | -13.49% | -12.75%-0.7pp | 35.91%-49.4pp | 12.21%-25.7pp |
| Employer contribution / active EE | $3,214 | $3,220-0.2% | $2,836+13.3% | $2,848+12.9% |
| Participant deferral / active EE | $7,966 | $5,757+38.4% | $4,656+71.1% | $4,806+65.8% |
| Admin fee / account holder | $58 | $132-55.7% | $7,493-99.2% | $133-56.0% |