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 | $740,030 |
Filed as: CAPFINANCIAL PARTNERS, LLC. Service code 27 · EIN 26-0058143 | Advisory (Plan) | $51,323 |
THOMSON HORSTMANN & BRYANT2 years Filed as: THOMSON REUTERS - WEST Service code 49 610 OPPERMAN DRIVE · EAGAN, MN 55123 | Other Services | $10,641 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $70,761 | $84,149-15.9% | $129,995-45.6% | $103,482-31.6% |
| Participation rate | 94.2% | 81.0%+13.2pp | 78.5%+15.7pp | 73.3%+20.9pp |
| Annual return | 16.58% | 25.45%-8.9pp | -137.18%+153.8pp | 33.11%-16.5pp |
| Employer contribution / active EE | $2,681 | $2,687-0.2% | $4,320-37.9% | $3,208-16.4% |
| Participant deferral / active EE | $4,925 | $5,201-5.3% | $5,820-15.4% | $5,207-5.4% |
| Admin fee / account holder | $90 | $75+19.9% | $10,614-99.2% | $114-21.1% |