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 | $60,223 |
MMA SECURITIES LLC3 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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $264,045 | $56,317+368.9% | $71,209+270.8% | $74,304+255.4% |
| Participation rate | 98.5% | 55.1%+43.3pp | 73.8%+24.7pp | 60.3%+38.1pp |
| Annual return | 18.47% | 42.83%-24.4pp | 282.51%-264.0pp | 29.43%-11.0pp |
| Employer contribution / active EE | $4,240 | $2,160+96.3% | $2,721+55.8% | $2,241+89.2% |
| Participant deferral / active EE | $11,611 | $2,788+316.5% | $4,175+178.1% | $3,767+208.2% |
| Admin fee / account holder | $502 | $2,290-78.1% | $5,349-90.6% | $2,969-83.1% |