Filed June 9, 2014
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 |
|---|---|---|
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $41,150 |
MMA SECURITIES LLC2 years Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $40,000 |
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 | $240,366 | $60,323+298.5% | $81,812+193.8% | $74,495+222.7% |
| Participation rate | 99.2% | 62.9%+36.4pp | 72.3%+26.9pp | 67.2%+32.0pp |
| Annual return | 14.41% | 16.90%-2.5pp | 773.79%-759.4pp | 1364.94%-1350.5pp |
| Employer contribution / active EE | $4,483 | $2,620+71.1% | $2,912+53.9% | $2,623+70.9% |
| Participant deferral / active EE | $12,027 | $3,387+255.0% | $4,319+178.5% | $4,346+176.7% |
| Admin fee / account holder | $469 | $1,486-68.4% | $7,386-93.6% | $1,942-75.8% |