Filed December 31, 2022
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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 USA Service code 15 · EIN 01-0233346 | Recordkeeping | $1,125 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,297 | $61,272-57.1% | $149,673-82.4% | $71,457-63.2% |
| Participation rate | 90.5% | 62.5%+28.0pp | 78.8%+11.7pp | 67.9%+22.6pp |
| Annual return | 16.02% | 35.85%-19.8pp | 134.42%-118.4pp | 28.85%-12.8pp |
| Employer contribution / active EE | $1,772 | $2,378-25.5% | $4,818-63.2% | $2,588-31.5% |
| Participant deferral / active EE | $1,428 | $2,917-51.1% | $5,680-74.9% | $4,289-66.7% |
| Admin fee / account holder | $11 | $1,261-99.1% | $13,210-99.9% | $1,587-99.3% |