Filed July 26, 2017 (most recent of 2 filings on file)
Total covered: 3 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 9-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 LIFE INSURANCE CO. USA Service code 13 · EIN 01-0233346 | Contract Administrator | $25,470 |
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 | $19,496 | $46,173-57.8% | $170,442-88.6% | $69,631-72.0% |
| Participation rate | 71.1% | 63.9%+7.2pp | 83.6%-12.5pp | 70.7%+0.4pp |
| Annual return | 22.98% | 21.62%+1.4pp | 205.93%-183.0pp | 27571.02%-27548.0pp |
| Employer contribution / active EE | $327 | $1,610-79.7% | $5,433-94.0% | $2,032-83.9% |
| Participant deferral / active EE | $947 | $2,080-54.5% | $4,939-80.8% | $3,224-70.6% |
| Admin fee / account holder | $83 | $116-28.8% | $13,880-99.4% | $110-25.3% |