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 | $206,272 |
MERCER2 years Service code 38 · EIN 13-2834414 | Participant Communication | $79,250 |
RSM US LLP6+ years Service code 10 · EIN 42-0714325 | Accounting | $18,500 |
AMERICAN FUNDS4 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
BLACKROCK2 years Service code 52 · EIN 51-0318674 | Indirect Investment Fees | $0 |
CALVERT4 years Service code 52 · EIN 52-1233223 | Indirect Investment Fees | $0 |
INVESCO4 years Service code 52 · EIN 84-0933032 | Indirect Investment Fees | $0 |
Filed as: JOHN HANCOCK Service code 52 · EIN 04-3279774 | Indirect Investment Fees | $0 |
MAINSTAY4 years Service code 52 · EIN 52-2206685 | Indirect Investment Fees | $0 |
MFS INVESTMENT MANAGEMENT4 years Service code 52 · EIN 04-3158862 | Indirect Investment Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $104,395 | $84,948+22.9% | $70,449+48.2% | $73,409+42.2% |
| Participation rate | 84.1% | 79.9%+4.2pp | 75.1%+9.1pp | 72.2%+11.9pp |
| Annual return | 16.10% | 13.39%+2.7pp | 109.03%-92.9pp | 59.29%-43.2pp |
| Employer contribution / active EE | $3,252 | $2,834+14.8% | $2,737+18.8% | $2,234+45.6% |
| Participant deferral / active EE | $4,735 | $3,387+39.8% | $3,709+27.7% | $3,805+24.4% |
| Admin fee / account holder | $314 | $98+219.9% | $3,845-91.8% | $158+98.8% |