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 | $40,118 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $533,816 | $122,239+336.7% | $184,203+189.8% | $74,495+616.6% |
| Participation rate | 100.0% | 85.5%+14.5pp | 86.8%+13.2pp | 67.2%+32.8pp |
| Annual return | 12.66% | 19.95%-7.3pp | 28.81%-16.2pp | 1364.94%-1352.3pp |
| Employer contribution / active EE | $15,630 | $4,537+244.5% | $6,427+143.2% | $2,623+495.9% |
| Participant deferral / active EE | $13,503 | $7,139+89.2% | $9,131+47.9% | $4,346+210.7% |
| Admin fee / account holder | $198 | $1,260-84.3% | $13,901-98.6% | $1,942-89.8% |