Filed November 21, 2019 (most recent of 2 filings on file)
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 SRVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $94,647 |
NFP RETIREMENT INC2+ years Filed as: NFP RETIREMENT INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $75,500 |
Service code 34 · EIN 93-1041291 | Valuation (appraisals, etc.) | $14,500 |
MOSS ADAMS LLP1 year Filed as: MOSS ADAMS Service code 10 · EIN 91-0189318 | Accounting | $8,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,681 | $54,392+109.0% | $84,750+34.1% | $63,975+77.7% |
| Participation rate | 99.8% | 76.9%+22.9pp | 76.6%+23.2pp | 71.1%+28.7pp |
| Annual return | 16.99% | 611.38%-594.4pp | 22.78%-5.8pp | 48.65%-31.7pp |
| Employer contribution / active EE | $3,693 | $2,943+25.5% | $3,574+3.3% | $2,182+69.3% |
| Participant deferral / active EE | $7,827 | $2,593+201.9% | $3,712+110.9% | $3,356+133.2% |
| Admin fee / account holder | $90 | $136-33.8% | $5,332-98.3% | $70+27.6% |