Filed October 28, 2022 (most recent of 2 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 USA Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $146 |
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 | $53,666 | $70,667-24.1% | $123,104-56.4% | $52,331+2.6% |
| Participation rate | 86.1% | 83.7%+2.4pp | 86.8%-0.7pp | 68.1%+18.0pp |
| Annual return | 1.40% | 6.23%-4.8pp | 13.22%-11.8pp | 4.54%-3.1pp |
| Employer contribution / active EE | $2,182 | $2,946-25.9% | $5,151-57.6% | $1,882+15.9% |
| Participant deferral / active EE | $4,254 | $4,493-5.3% | $6,230-31.7% | $3,022+40.8% |
| Admin fee / account holder | $25 | $506-95.2% | $9,015-99.7% | $592-95.8% |