Filed February 27, 2019 (most recent of 2 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 RETIREMENT PLAN SERVIC Service code 15 · EIN 01-0233346 | Recordkeeping | $94,851 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $37,158 |
FORVIS MAZARS, LLP1 year Filed as: FORVIS, LLP Service code 10 · EIN 44-4016026 | Accounting | $23,105 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $63,207 | $99,078-36.2% | $96,544-34.5% | $74,419-15.1% |
| Participation rate | 95.3% | 80.7%+14.6pp | 76.0%+19.3pp | 70.7%+24.6pp |
| Annual return | 14.60% | 22.48%-7.9pp | 25.84%-11.2pp | 34.38%-19.8pp |
| Employer contribution / active EE | $3,550 | $2,570+38.1% | $2,965+19.7% | $2,637+34.6% |
| Participant deferral / active EE | $5,662 | $4,933+14.8% | $4,851+16.7% | $4,528+25.1% |
| Admin fee / account holder | $232 | $225+3.4% | $8,252-97.2% | $348-33.2% |