Filed March 24, 2015
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 |
|---|---|---|
MERCER1 year Filed as: MERCER GLOBAL ADVISORS, INC. Service code 26 · EIN 74-3257877 | Advisory (Participants) | $26,647 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO. USA Service code 15 · EIN 01-0233346 | Recordkeeping | $19,920 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,904 | $130,194-28.6% | $169,993-45.3% | $71,457+30.0% |
| Participation rate | 91.0% | 86.1%+4.8pp | 87.0%+4.0pp | 67.9%+23.0pp |
| Annual return | 17.07% | 20.37%-3.3pp | 53.37%-36.3pp | 28.85%-11.8pp |
| Employer contribution / active EE | $2,556 | $4,381-41.7% | $6,785-62.3% | $2,588-1.2% |
| Participant deferral / active EE | $4,210 | $6,923-39.2% | $10,408-59.6% | $4,289-1.8% |
| Admin fee / account holder | $291 | $966-69.9% | $12,815-97.7% | $1,587-81.7% |