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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $374 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $62,244 | $71,666-13.1% | $117,854-47.2% | $69,631-10.6% |
| Participation rate | 48.8% | 77.5%-28.7pp | 79.7%-30.9pp | 70.7%-21.9pp |
| Annual return | 20.32% | 18.86%+1.5pp | 335.08%-314.8pp | 27571.02%-27550.7pp |
| Employer contribution / active EE | $522 | $1,889-72.4% | $3,786-86.2% | $2,032-74.3% |
| Participant deferral / active EE | $2,821 | $3,340-15.5% | $4,482-37.1% | $3,224-12.5% |
| Admin fee / account holder | $0 | $120-100.0% | $8,020-100.0% | $110-100.0% |