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 |
|---|---|---|
MERCER2 years Filed as: MERCER GLOBAL ADVISORS, INC. Service code 26 · EIN 74-3257877 | Advisory (Participants) | $31,525 |
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Filed as: JOHN HANCOCK LIFE INSURANCE CO. USA Service code 15 · EIN 01-0233346 | Recordkeeping | $23,507 |
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 | $107,152 | $122,239-12.3% | $184,203-41.8% | $74,495+43.8% |
| Participation rate | 91.5% | 85.5%+6.0pp | 86.8%+4.7pp | 67.2%+24.3pp |
| Annual return | 14.01% | 19.95%-5.9pp | 28.81%-14.8pp | 1364.94%-1350.9pp |
| Employer contribution / active EE | $2,714 | $4,537-40.2% | $6,427-57.8% | $2,623+3.5% |
| Participant deferral / active EE | $4,475 | $7,139-37.3% | $9,131-51.0% | $4,346+3.0% |
| Admin fee / account holder | $338 | $1,260-73.1% | $13,901-97.6% | $1,942-82.6% |