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 | $5,451 |
Filed as: ONEAMERICA RETIREMENT SERVICES Service code 15 · EIN 46-5378846 | Recordkeeping | $225 |
MATRIX TRUST COMPANY1 year Service code 18 · EIN 75-3182674 | Float revenue; Direct payment from th... | $0 |
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 | $321,699 | $57,281+461.6% | $86,612+271.4% | $75,163+328.0% |
| Participation rate | 99.0% | 63.2%+35.8pp | 71.7%+27.3pp | 67.2%+31.8pp |
| Annual return | 15.56% | 2670.75%-2655.2pp | 591.07%-575.5pp | 160.62%-145.1pp |
| Employer contribution / active EE | $17,543 | $2,314+658.0% | $3,022+480.4% | $2,670+557.1% |
| Participant deferral / active EE | $15,997 | $3,318+382.2% | $4,438+260.5% | $4,125+287.8% |
| Admin fee / account holder | $46 | $4,112-98.9% | $5,614-99.2% | $5,651-99.2% |