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 USA Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $1,073 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $43,754 | $78,422-44.2% | $95,952-54.4% | $79,858-45.2% |
| Participation rate | 81.9% | 73.5%+8.4pp | 77.1%+4.9pp | 69.6%+12.3pp |
| Annual return | 19.42% | 19.37%0pp | 91.61%-72.2pp | 31.71%-12.3pp |
| Employer contribution / active EE | $619 | $1,945-68.2% | $2,541-75.6% | $2,471-75.0% |
| Participant deferral / active EE | $3,391 | $3,440-1.4% | $4,167-18.6% | $3,740-9.3% |
| Admin fee / account holder | $378 | $5,622-93.3% | $6,795-94.4% | $5,306-92.9% |