Filed May 1, 2017
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 RETIREMENT PLAN SERVIC Service code 15 · EIN 01-0233346 | Recordkeeping | $2,680 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,809 | $79,523-34.9% | $140,016-63.0% | $56,287-8.0% |
| Participation rate | 93.3% | 85.7%+7.6pp | 87.5%+5.8pp | 69.9%+23.4pp |
| Annual return | -1.75% | 2.39%-4.1pp | 651.12%-652.9pp | -9.96%+8.2pp |
| Employer contribution / active EE | $2,618 | $3,350-21.9% | $5,606-53.3% | $2,111+24.0% |
| Participant deferral / active EE | $3,410 | $5,129-33.5% | $6,927-50.8% | $3,350+1.8% |
| Admin fee / account holder | $13 | $614-97.8% | $10,705-99.9% | $521-97.4% |