Filed April 29, 2020
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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
FTB ADVISORS, INC.10+ years Service code 27 · EIN 62-1254528 | Advisory (Plan) | $44,688 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $23,772 |
WITHUMSMITH+BROWN, PC7 years Filed as: BROWN EDWARDS Service code 10 · EIN 54-0504608 | Accounting | $19,535 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,010 | $78,485-24.8% | $106,213-44.4% | $74,495-20.8% |
| Participation rate | 72.1% | 72.8%-0.8pp | 75.3%-3.2pp | 67.2%+4.9pp |
| Annual return | 16.67% | 15.95%+0.7pp | 116.14%-99.5pp | 1364.94%-1348.3pp |
| Employer contribution / active EE | $1,887 | $2,523-25.2% | $3,171-40.5% | $2,623-28.1% |
| Participant deferral / active EE | $3,444 | $4,322-20.3% | $5,016-31.3% | $4,346-20.7% |
| Admin fee / account holder | $395 | $2,232-82.3% | $11,033-96.4% | $1,942-79.7% |