Filed July 26, 2017 (most recent of 2 filings on file)
Total covered: 3 employees
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 9-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 |
|---|---|---|
SECURITIES AMERICA INC7 years Filed as: SECURITIES AMERICA ADVISORS Service code 26 · EIN 47-0648506 | Advisory (Participants) | $46,725 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO. USA Service code 13 · EIN 01-0233346 | Contract Administrator | $44,154 |
Filed as: PPG RETIREMENT PLAN SERVICES Service code 13 5525 GREEN BAY ROAD · KENOSHA, WI 53144 | Contract Administrator | $13,574 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,112 | $53,199-30.2% | $155,567-76.1% | $199,768-81.4% |
| Participation rate | 37.3% | 64.1%-26.8pp | 78.2%-40.9pp | 72.0%-34.7pp |
| Annual return | 36.70% | 41.17%-4.5pp | 64.74%-28.0pp | 34.26%+2.4pp |
| Employer contribution / active EE | $593 | $1,852-68.0% | $4,674-87.3% | $3,037-80.5% |
| Participant deferral / active EE | $1,793 | $3,163-43.3% | $5,628-68.1% | $5,090-64.8% |
| Admin fee / account holder | $218 | $186+17.3% | $15,916-98.6% | $269-19.1% |