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 | $4,815 |
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 | $267,826 | $54,350+392.8% | $82,719+223.8% | $68,494+291.0% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -14.28% | -13.67%-0.6pp | 701.18%-715.5pp | -7.84%-6.4pp |
| Employer contribution / active EE | $18,835 | $2,218+749.2% | $3,009+526.0% | $2,596+625.5% |
| Participant deferral / active EE | $15,488 | $3,246+377.1% | $4,395+252.4% | $4,027+284.6% |
| Admin fee / account holder | $32 | $4,395-99.3% | $5,329-99.4% | $5,403-99.4% |