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 | $751,829 |
INGRAM ADVISORY SERVICES1 year Filed as: INGRAM INDUSTRIES, INC. Service code 35 ONE BELLE MEADE PLACE · NASHVILLE, TN 37205 | Employee (plan sponsor); Direct payme... | $42,179 |
PRICEWATERHOUSECOOPERS LLP5 years Filed as: PRICEWATERHOUSECOOPERS, LLP Service code 10 · EIN 13-4008324 | Accounting | $32,500 |
Filed as: SCHNEIDER-HENCE ASI#320740 Service code 49 209 HILLWOOD BLVD · NASHVILLE, TN 37205 | Other Services | $25,802 |
Filed as: THOMSON REUTERS - WEST Service code 49 610 OPPERMAN DRIVE · EAGAN, MN 55123 | Other Services | $18,436 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,618 | $71,813-17.0% | $119,609-50.2% | $78,044-23.6% |
| Participation rate | 96.0% | 81.7%+14.3pp | 79.3%+16.7pp | 74.4%+21.5pp |
| Annual return | -12.15% | -13.80%+1.7pp | -14.97%+2.8pp | 10.87%-23.0pp |
| Employer contribution / active EE | $2,568 | $2,836-9.5% | $4,232-39.3% | $3,125-17.8% |
| Participant deferral / active EE | $4,415 | $4,953-10.9% | $5,602-21.2% | $5,084-13.2% |
| Admin fee / account holder | $86 | $81+6.8% | $10,323-99.2% | $79+9.2% |