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 200 BERKELEY ST · BOSTON, MA 02116 | Recordkeeping | $19,299 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,873 | $102,553-26.0% | $151,611-50.0% | $66,914+13.4% |
| Participation rate | 99.4% | 85.5%+13.9pp | 87.5%+11.9pp | 69.8%+29.6pp |
| Annual return | -15.89% | -10.82%-5.1pp | 3.33%-19.2pp | 1.58%-17.5pp |
| Employer contribution / active EE | $5,172 | $4,180+23.7% | $6,166-16.1% | $2,544+103.3% |
| Participant deferral / active EE | $4,366 | $6,641-34.3% | $8,363-47.8% | $4,237+3.0% |
| Admin fee / account holder | $109 | $630-82.7% | $11,616-99.1% | $593-81.7% |