Filed May 30, 2018 (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 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 USA Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $120 |
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 | $29,853 | $75,183-60.3% | $123,892-75.9% | $55,167-45.9% |
| Participation rate | 79.4% | 72.8%+6.6pp | 81.4%-2.0pp | 69.0%+10.4pp |
| Annual return | 21.35% | 19.01%+2.3pp | 47.52%-26.2pp | 169.23%-147.9pp |
| Employer contribution / active EE | $0 | $2,823-100.0% | $4,617-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $4,904 | $5,084-3.5% | $5,984-18.0% | $3,054+60.6% |
| Admin fee / account holder | $59 | $663-91.1% | $8,357-99.3% | $504-88.3% |