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 |
|---|---|---|
MERCER3 years Filed as: MERCER GLOBAL ADVISORS, INC. Service code 26 · EIN 74-3257877 | Advisory (Participants) | $36,650 |
JOHN HANCOCK LIFE INSURANCE COMPANY11+ years Filed as: JOHN HANCOCK LIFE INSURANCE CO. USA Service code 15 · EIN 01-0233346 | Recordkeeping | $27,442 |
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 | $121,994 | $132,049-7.6% | $200,582-39.2% | $74,304+64.2% |
| Participation rate | 89.9% | 84.1%+5.9pp | 86.9%+3.1pp | 60.3%+29.6pp |
| Annual return | 15.67% | 22.22%-6.5pp | 42.33%-26.7pp | 29.43%-13.8pp |
| Employer contribution / active EE | $2,737 | $4,558-39.9% | $6,419-57.4% | $2,241+22.1% |
| Participant deferral / active EE | $4,669 | $7,213-35.3% | $9,331-50.0% | $3,767+23.9% |
| Admin fee / account holder | $382 | $2,405-84.1% | $16,305-97.7% | $2,969-87.1% |