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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: MERRILL LYNCH Service code 26 · EIN 13-5674085 | Advisory (Participants) | $92,041 |
Filed as: JOHN HANCOCK LIFE INS. CO. OF NY Service code 15 · EIN 13-3646501 | Recordkeeping | $765 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,181 | $102,553+18.2% | $151,611-20.1% | $66,914+81.1% |
| Participation rate | 74.9% | 85.5%-10.6pp | 87.5%-12.6pp | 69.8%+5.1pp |
| Annual return | -17.99% | -10.82%-7.2pp | 3.33%-21.3pp | 1.58%-19.6pp |
| Employer contribution / active EE | $0 | $4,180-100.0% | $6,166-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $12,049 | $6,641+81.4% | $8,363+44.1% | $4,237+184.4% |
| Admin fee / account holder | $678 | $630+7.7% | $11,616-94.2% | $593+14.3% |