Filed March 8, 2019 (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 4-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 26 · EIN 04-2675571 | Advisory (Participants) | $6,118 |
Filed as: JOHN HANCOCK LIFE INS CO USA Service code 15 · EIN 01-0233346 | Recordkeeping | $661 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,047 | $27,839-71.1% | $58,482-86.2% | $71,457-88.7% |
| Participation rate | 99.2% | 34.5%+64.7pp | 50.9%+48.4pp | 67.9%+31.3pp |
| Annual return | 24.57% | 26.81%-2.2pp | 4239.32%-4214.7pp | 28.85%-4.3pp |
| Employer contribution / active EE | $1,280 | $631+102.9% | $1,053+21.5% | $2,588-50.6% |
| Participant deferral / active EE | $3,296 | $1,206+173.2% | $1,924+71.3% | $4,289-23.1% |
| Admin fee / account holder | $131 | $1,641-92.0% | $2,516-94.8% | $1,587-91.8% |