Filed January 4, 2021 (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 |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,517 |
Filed as: JOHN HANCOCK USA Service code 15 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $36,068 | $37,196-3.0% | $154,107-76.6% | $55,725-35.3% |
| Participation rate | 59.5% | 64.1%-4.6pp | 83.0%-23.5pp | 70.9%-11.3pp |
| Annual return | -5.67% | 1319.68%-1325.3pp | 735.12%-740.8pp | 244.93%-250.6pp |
| Employer contribution / active EE | $444 | $1,614-72.5% | $5,298-91.6% | $2,078-78.6% |
| Participant deferral / active EE | $1,647 | $2,068-20.4% | $5,081-67.6% | $3,356-50.9% |
| Admin fee / account holder | $15 | $102-85.2% | $13,411-99.9% | $115-86.9% |