Filed February 11, 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 LIFE INSURANCE CO Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $172 |
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 | $37,040 | $46,360-20.1% | $147,614-74.9% | $52,331-29.2% |
| Participation rate | 75.7% | 64.9%+10.8pp | 84.6%-8.9pp | 68.1%+7.6pp |
| Annual return | 3.74% | 1.62%+2.1pp | 61.98%-58.2pp | 4.54%-0.8pp |
| Employer contribution / active EE | $1,884 | $2,126-11.4% | $5,564-66.1% | $1,882+0.1% |
| Participant deferral / active EE | $3,127 | $2,258+38.5% | $4,895-36.1% | $3,022+3.5% |
| Admin fee / account holder | $29 | $766-96.2% | $11,611-99.7% | $592-95.1% |