Filed December 1, 2019 (most recent of 3 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 TRUST COMPANY, LLC Service code 71 · EIN 80-0709115 | Brokerage Fees | $6,455 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,140 | $73,638+59.1% | $95,952+22.1% | $73,488+59.4% |
| Participation rate | 72.7% | 76.2%-3.4pp | 77.1%-4.3pp | 70.7%+2.0pp |
| Annual return | 76.57% | 16.78%+59.8pp | 91.61%-15.0pp | 28.51%+48.1pp |
| Employer contribution / active EE | $1,828 | $1,863-1.9% | $2,541-28.1% | $2,270-19.5% |
| Participant deferral / active EE | $4,407 | $3,617+21.8% | $4,167+5.8% | $3,740+17.8% |
| Admin fee / account holder | $31 | $482-93.7% | $6,795-99.6% | $513-94.1% |