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: JOHN HANCOCK RETIREMENT PLAN SERVIC Service code 25 601 CONGRESS ST 6TH FL · BOSTON, MA 02210 | Directed Trustee | $79,848 |
AON CONSULTING1 year Filed as: AON HEWITT INVESTMENT CONSULTING IN Service code 99 39584 TREASURY CENTER · CHICAGO, IL 606949500 | Other Fees | $63,956 |
Service code 99 270 PARK AVE 22FL · NEW YORK, NY 10017 | Other Fees | $59,053 |
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $26,402 |
BDO USA, LLP1 year Filed as: BDO USA LLP Service code 10 PO BOX 642743 · PITTSBURGH, PA 152642743 | Accounting | $25,892 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 15 | Recordkeeping | $0 |
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.
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 | $29,876 | $73,125-59.1% | $125,175-76.1% | $77,787-61.6% |
| Participation rate | 96.4% | 79.4%+17.0pp | 79.8%+16.6pp | 73.2%+23.2pp |
| Annual return | 7.38% | 24.71%-17.3pp | 43.79%-36.4pp | 32.57%-25.2pp |
| Employer contribution / active EE | $4,480 | $2,413+85.7% | $3,865+15.9% | $2,504+78.9% |
| Participant deferral / active EE | $2,530 | $3,966-36.2% | $4,937-48.7% | $3,967-36.2% |
| Admin fee / account holder | $52 | $89-42.2% | $9,702-99.5% | $100-48.4% |