Filed August 23, 2018
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: JP MORGAN Service code 28 · EIN 13-4179575 | Investment Management | $420,302 |
Filed as: NEW YORK LIFE INVESTMENT Service code 65 · EIN 52-2206685 | Account Maintenance | $218,107 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SERVIC Service code 15 · EIN 52-2206685 | Recordkeeping | $50,556 |
SLAYDEN DIEHL & CO.3+ years Service code 28 · EIN 75-1727873 | Investment Management | $23,562 |
BDO USA, LLP1 year Service code 10 · EIN 13-5381590 | Accounting | $16,627 |
THE BANK OF NEW YORK MELLON2 years Service code 18 · EIN 13-5160382 | Custodial (other than securities) | $14,830 |
Employer contribution per participant 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.
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 | $27,934 | $64,311-56.6% | $110,238-74.7% | $75,289-62.9% |
| Participation rate | 100.0% | 79.3%+20.7pp | 79.8%+20.2pp | 72.4%+27.5pp |
| Annual return | 8.55% | -1.74%+10.3pp | 314.74%-306.2pp | -0.04%+8.6pp |
| Employer contribution / active EE | $683 | $2,404-71.6% | $3,826-82.2% | $2,405-71.6% |
| Participant deferral / active EE | $0 | $3,892-100.0% | $4,672-100.0% | $3,739-100.0% |
| Admin fee / account holder | $181 | $88+106.4% | $8,547-97.9% | $102+76.8% |