Filed August 26, 2026 (most recent of 5 filings on file)
Total covered: 2 employees
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 Service code 15 · EIN 01-0233346 | Recordkeeping | $46,797 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $483,673 | $136,307+254.8% | $177,821+172.0% | $73,488+558.2% |
| Participation rate | 99.4% | 86.1%+13.3pp | 87.7%+11.7pp | 70.7%+28.7pp |
| Annual return | 16.88% | 18.68%-1.8pp | 48.32%-31.4pp | 28.51%-11.6pp |
| Employer contribution / active EE | $13,448 | $3,712+262.3% | $5,918+127.2% | $2,270+492.4% |
| Participant deferral / active EE | $10,874 | $5,829+86.6% | $7,714+41.0% | $3,740+190.8% |
| Admin fee / account holder | $222 | $596-62.8% | $12,427-98.2% | $513-56.8% |