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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK LIFE INSURANCE CO. USA Service code 15 · EIN 01-0233346 | Recordkeeping | $96 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $9,240 | $56,199-83.6% | $67,652-86.3% | $59,632-84.5% |
| Participation rate | 100.0% | 71.5%+28.5pp | 75.7%+24.3pp | 68.7%+31.3pp |
| Annual return | -0.96% | 18505.31%-18506.3pp | 6625.04%-6626.0pp | 2041.28%-2042.2pp |
| Employer contribution / active EE | $592 | $1,614-63.3% | $2,266-73.9% | $2,203-73.1% |
| Participant deferral / active EE | $1,141 | $2,844-59.9% | $3,560-67.9% | $3,192-64.2% |
| Admin fee / account holder | $24 | $3,958-99.4% | $4,821-99.5% | $4,297-99.4% |