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 LIFE INSURANCE CO USA Service code 15 · EIN 31-4156830 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $2,507 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $65,171 | $65,118+0.1% | $76,768-15.1% | $55,725+17.0% |
| Participation rate | 86.4% | 79.6%+6.8pp | 77.0%+9.5pp | 70.9%+15.6pp |
| Annual return | -6.40% | -1.27%-5.1pp | 2.43%-8.8pp | 244.93%-251.3pp |
| Employer contribution / active EE | $10 | $1,941-99.5% | $2,485-99.6% | $2,078-99.5% |
| Participant deferral / active EE | $2,791 | $3,688-24.3% | $3,852-27.5% | $3,356-16.8% |
| Admin fee / account holder | $536 | $116+362.8% | $6,675-92.0% | $115+365.5% |