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 | $5,008 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,070 | $47,126-4.4% | $149,673-69.9% | $74,419-39.4% |
| Participation rate | 59.2% | 63.4%-4.2pp | 78.8%-19.6pp | 70.7%-11.6pp |
| Annual return | 14.03% | 22.75%-8.7pp | 134.42%-120.4pp | 34.38%-20.3pp |
| Employer contribution / active EE | $1,135 | $1,905-40.4% | $4,818-76.4% | $2,637-57.0% |
| Participant deferral / active EE | $2,310 | $2,728-15.3% | $5,680-59.3% | $4,528-49.0% |
| Admin fee / account holder | $191 | $343-44.3% | $13,210-98.6% | $348-45.1% |