Filed April 16, 2018
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 8-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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $88,347 |
Filed as: JOHN HANCOCK Service code 15 | Recordkeeping | $30,662 |
Filed as: RAYMOND JAMES & ASSOCIATES, INC. Service code 27 · EIN 59-1237041 | Advisory (Plan) | $17,622 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,253 | $41,647-37.0% | $96,139-72.7% | $86,799-69.8% |
| Participation rate | 87.0% | 50.2%+36.7pp | 68.4%+18.5pp | 72.3%+14.7pp |
| Annual return | 11.45% | 27.24%-15.8pp | 191.94%-180.5pp | 97.91%-86.5pp |
| Employer contribution / active EE | $3,580 | $1,318+171.7% | $2,797+28.0% | $2,405+48.8% |
| Participant deferral / active EE | $3,094 | $2,412+28.2% | $4,349-28.9% | $4,131-25.1% |
| Admin fee / account holder | $199 | $169+17.5% | $5,537-96.4% | $170+17.4% |