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 | $2,126 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $58,318 | $73,404-20.6% | $87,100-33.0% | $67,579-13.7% |
| Participation rate | 93.6% | 80.9%+12.8pp | 76.9%+16.8pp | 71.3%+22.4pp |
| Annual return | 21.80% | 48.29%-26.5pp | 28.19%-6.4pp | 378.56%-356.8pp |
| Employer contribution / active EE | $2,043 | $2,014+1.5% | $2,521-19.0% | $2,148-4.9% |
| Participant deferral / active EE | $2,613 | $3,913-33.2% | $4,049-35.5% | $3,539-26.2% |
| Admin fee / account holder | $388 | $142+173.7% | $7,497-94.8% | $142+172.4% |