Filed April 29, 2025 (most recent of 3 filings on file)
Total covered: 10 employees
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 Service code 15 · EIN 01-0233346 | Recordkeeping | $2,928 |
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 | $84,895 | $136,307-37.7% | $177,821-52.3% | $73,488+15.5% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.7%+12.3pp | 70.7%+29.3pp |
| Annual return | 13.35% | 18.68%-5.3pp | 48.32%-35.0pp | 28.51%-15.2pp |
| Employer contribution / active EE | $5,162 | $3,712+39.1% | $5,918-12.8% | $2,270+127.4% |
| Participant deferral / active EE | $4,319 | $5,829-25.9% | $7,714-44.0% | $3,740+15.5% |
| Admin fee / account holder | $15 | $596-97.4% | $12,427-99.9% | $513-97.0% |