Filed December 11, 2020
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: MERRILL LYNCH FAS & EPS (RIA) Service code 28 · EIN 13-5674085 | Investment Management | $67,170 |
Filed as: R .J. L. PENSION SERVICES, INC. Service code 15 · EIN 59-3033722 | Recordkeeping | $6,950 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO. USA Service code 15 · EIN 01-0233346 | Recordkeeping | $1,326 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,801 | $100,801-30.8% | $149,696-53.4% | $73,409-4.9% |
| Participation rate | 80.9% | 77.7%+3.2pp | 82.5%-1.6pp | 72.2%+8.7pp |
| Annual return | 24.14% | 265.34%-241.2pp | 276.60%-252.5pp | 59.29%-35.2pp |
| Employer contribution / active EE | $1,945 | $3,312-41.3% | $4,644-58.1% | $2,234-12.9% |
| Participant deferral / active EE | $5,901 | $6,404-7.9% | $6,842-13.8% | $3,805+55.1% |
| Admin fee / account holder | $273 | $181+50.8% | $9,309-97.1% | $158+72.7% |