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 | Recordkeeping | $11,813 |
Service code 12 · EIN 47-0321480 | Claims processing; Recordkeeping fees... | $80 |
Service code 33 · EIN 13-4046432 | Sub-transfer agency fees; Securities ... | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $25,246 | $85,202-70.4% | $172,739-85.4% | $72,985-65.4% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 18.85% | 27.32%-8.5pp | 802.84%-784.0pp | 81.00%-62.2pp |
| Employer contribution / active EE | $1,921 | $3,324-42.2% | $5,143-62.6% | $2,440-21.3% |
| Participant deferral / active EE | $2,230 | $3,260-31.6% | $5,198-57.1% | $3,607-38.2% |
| Admin fee / account holder | $131 | $5,884-97.8% | $13,954-99.1% | $5,124-97.4% |