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 SRVCS INC. Service code 15 · EIN 01-0233346 | Recordkeeping | $144,113 |
PRICEWATERHOUSECOOPERS LLP3 years Filed as: PRICEWATERHOUSECOOPERS, LLP Service code 10 · EIN 13-4008324 | Accounting | $17,500 |
INGRAM ADVISORY SERVICES1 year Filed as: INGRAM INDUSTRIES INC. Service code 21 ONE BELLE MEADE PLACE · NASHVILLE, TN 37205 | Bank Trustee | $10,402 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,917 | $63,321-41.7% | $68,791-46.3% | $77,904-52.6% |
| Participation rate | 96.5% | 71.1%+25.3pp | 69.0%+27.4pp | 73.7%+22.8pp |
| Annual return | -15.46% | -6.50%-9.0pp | -6.38%-9.1pp | 12.21%-27.7pp |
| Employer contribution / active EE | $0 | $2,794-100.0% | $2,655-100.0% | $2,848-100.0% |
| Participant deferral / active EE | $0 | $4,029-100.0% | $3,941-100.0% | $4,806-100.0% |
| Admin fee / account holder | $65 | $104-37.4% | $4,932-98.7% | $133-50.8% |