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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 Service code 15 · EIN 01-0233346 | Recordkeeping | $125 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $32,990 | $59,535-44.6% | $90,160-63.4% | $62,292-47.0% |
| Participation rate | 47.9% | 73.0%-25.2pp | 76.9%-29.0pp | 69.5%-21.7pp |
| Annual return | 14.47% | 23.53%-9.1pp | 34.88%-20.4pp | 28.90%-14.4pp |
| Employer contribution / active EE | $0 | $1,826-100.0% | $3,318-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $2,221 | $4,639-52.1% | $5,288-58.0% | $3,169-29.9% |
| Admin fee / account holder | $6 | $337-98.2% | $5,943-99.9% | $479-98.7% |