Filed July 25, 2017
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 |
|---|---|---|
ADP BROKER-DEALER10+ years Filed as: PENSION CONSULTANTS, INC Service code 27 300 S. CAMBELL AVE · SPRINGFIELD, MO 65806 | Advisory (Plan) | $19,587 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $17,947 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $36,981 | $88,982-58.4% | $102,438-63.9% | $77,671-52.4% |
| Participation rate | 40.1% | 80.9%-40.8pp | 76.5%-36.4pp | 70.6%-30.5pp |
| Annual return | 8.68% | 25.01%-16.3pp | 29.37%-20.7pp | 31.21%-22.5pp |
| Employer contribution / active EE | $1,130 | $2,698-58.1% | $3,024-62.6% | $2,726-58.6% |
| Participant deferral / active EE | $2,196 | $5,144-57.3% | $5,054-56.5% | $4,648-52.7% |
| Admin fee / account holder | $185 | $236-21.5% | $9,448-98.0% | $430-57.0% |