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 | $4,625 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $96,318 | $65,435+47.2% | $86,677+11.1% | $66,914+43.9% |
| Participation rate | 58.9% | 75.5%-16.5pp | 76.6%-17.7pp | 69.8%-10.9pp |
| Annual return | -9.31% | -10.89%+1.6pp | 35.91%-45.2pp | 1.58%-10.9pp |
| Employer contribution / active EE | $2,648 | $2,153+23.0% | $2,836-6.6% | $2,544+4.1% |
| Participant deferral / active EE | $4,973 | $4,100+21.3% | $4,656+6.8% | $4,237+17.4% |
| Admin fee / account holder | $26 | $642-96.0% | $7,493-99.7% | $593-95.6% |