Filed August 1, 2016 (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 Service code 15 · EIN 01-0233346 | Recordkeeping | $23,670 |
Filed as: NEW YORK LIFE INSURANCE COMPANY Service code 27 10480 LITTLE PAWTUXENT PKWY · COLUMBIA, MD 21044 | Advisory (Plan) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $323,839 | $65,409+395.1% | $98,442+229.0% | $85,850+277.2% |
| Participation rate | 92.9% | 65.0%+27.9pp | 73.3%+19.5pp | 69.3%+23.5pp |
| Annual return | 15.56% | 21.76%-6.2pp | 1492.73%-1477.2pp | 318.53%-303.0pp |
| Employer contribution / active EE | $19,127 | $2,168+782.4% | $2,960+546.2% | $2,565+645.7% |
| Participant deferral / active EE | $14,202 | $3,166+348.5% | $4,276+232.1% | $3,952+259.4% |
| Admin fee / account holder | $166 | $4,593-96.4% | $5,949-97.2% | $6,260-97.4% |