Filed June 29, 2017 (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 |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SRVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $609,713 |
SCHNEIDER HENCE1 year Service code 38 · EIN 90-0289403 | Participant Communication | $40,763 |
Filed as: PRICEWATERHOUSECOOPERS, LLP Service code 10 · EIN 13-4008324 | Accounting | $33,000 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,419 | $69,744-24.8% | $110,238-52.4% | $68,904-23.9% |
| Participation rate | 96.7% | 83.4%+13.2pp | 79.8%+16.8pp | 74.1%+22.5pp |
| Annual return | -4.26% | -2.58%-1.7pp | 314.74%-319.0pp | 1.07%-5.3pp |
| Employer contribution / active EE | $2,363 | $2,204+7.2% | $3,826-38.2% | $2,540-7.0% |
| Participant deferral / active EE | $3,896 | $4,131-5.7% | $4,672-16.6% | $4,015-3.0% |
| Admin fee / account holder | $74 | $67+10.7% | $8,547-99.1% | $71+3.9% |