Filed December 1, 2019 (most recent of 3 filings on file)
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK TRUST COMPANY, LLC Service code 71 · EIN 80-0709115 | Brokerage Fees | $346,940 |
MERCER9+ years Filed as: MERCER INVESTMENTS Service code 17 · EIN 61-0736360 | Pension Consulting | $49,690 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,550 | $104,697+36.2% | $96,544+47.7% | $80,160+77.8% |
| Participation rate | 89.9% | 86.4%+3.5pp | 76.0%+13.9pp | 72.9%+17.0pp |
| Annual return | 16.40% | 21.78%-5.4pp | 25.84%-9.4pp | 40.38%-24.0pp |
| Employer contribution / active EE | $3,589 | $3,536+1.5% | $2,965+21.0% | $2,978+20.5% |
| Participant deferral / active EE | $8,448 | $6,188+36.5% | $4,851+74.2% | $5,017+68.4% |
| Admin fee / account holder | $74 | $107-30.4% | $8,252-99.1% | $145-48.8% |