Filed June 2, 2022 (most recent of 3 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 |
|---|---|---|
Service code 49 · EIN 04-1590850 | Other Services | $158,415 |
MMA SECURITIES LLC3 years Filed as: MMC SECURITIES CORP Service code 27 · EIN 06-1685865 | Advisory (Plan) | $32,480 |
RSM US LLP5+ years Service code 10 · EIN 42-0714325 | Accounting | $18,900 |
MERCER1 year Service code 38 · EIN 13-2834414 | Participant Communication | $16,250 |
AMERICAN CENTURY3 years Service code 52 · EIN 43-0821857 | Indirect Investment Fees | $0 |
AMERICAN FUNDS3 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
BLACKROCK1 year Service code 52 · EIN 51-0318674 | Indirect Investment Fees | $0 |
CALVERT3 years Service code 52 · EIN 52-1233223 | Indirect Investment Fees | $0 |
INVESCO3 years Service code 52 · EIN 93-6305075 | Indirect Investment Fees | $0 |
Filed as: JOHN HANCOCK Service code 52 · EIN 04-3279774 | Indirect Investment Fees | $0 |
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 | $89,362 | $95,542-6.5% | $69,455+28.7% | $67,579+32.2% |
| Participation rate | 83.8% | 79.4%+4.5pp | 74.6%+9.2pp | 71.3%+12.5pp |
| Annual return | 22.43% | 17.67%+4.8pp | 28.97%-6.5pp | 378.56%-356.1pp |
| Employer contribution / active EE | $2,738 | $2,989-8.4% | $2,779-1.5% | $2,148+27.5% |
| Participant deferral / active EE | $4,355 | $3,263+33.5% | $3,535+23.2% | $3,539+23.0% |
| Admin fee / account holder | $236 | $90+162.9% | $3,839-93.8% | $142+66.0% |