Filed January 23, 2017 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 Service code 15 · EIN 01-0233346 | Recordkeeping | $117,969 |
SIKICH LLP1 year Filed as: SIKICH CPA LLC Service code 10 · EIN 36-3168081 | Accounting | $46,400 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,149 | $81,248-80.1% | $155,509-89.6% | $80,856-80.0% |
| Participation rate | 2.4% | 66.2%-63.8pp | 78.2%-75.8pp | 67.6%-65.2pp |
| Annual return | -4.61% | 33.31%-37.9pp | 64.67%-69.3pp | 35.59%-40.2pp |
| Employer contribution / active EE | $6,979 | $3,100+125.1% | $4,672+49.4% | $2,755+153.3% |
| Participant deferral / active EE | $12,704 | $3,452+268.1% | $5,626+125.8% | $4,296+195.7% |
| Admin fee / account holder | $177 | $7,997-97.8% | $15,912-98.9% | $6,918-97.4% |