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 |
|---|---|---|
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $1,033 |
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 | $44,291 | $52,293-15.3% | $178,490-75.2% | $73,409-39.7% |
| Participation rate | 59.1% | 65.3%-6.3pp | 81.9%-22.9pp | 72.2%-13.1pp |
| Annual return | 13.08% | 34.75%-21.7pp | 151.07%-138.0pp | 59.29%-46.2pp |
| Employer contribution / active EE | $514 | $1,735-70.4% | $5,011-89.7% | $2,234-77.0% |
| Participant deferral / active EE | $1,929 | $2,332-17.3% | $5,202-62.9% | $3,805-49.3% |
| Admin fee / account holder | $165 | $127+29.4% | $13,984-98.8% | $158+4.3% |