Filed October 11, 2024 (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 LIFE INSURANCE CO USA Service code 15 · EIN 01-0233346 | Recordkeeping | $1,212 |
PBMARES, LLP1 year Service code 10 · EIN 54-0737372 701 TOWN CENTER DRIVE · NEWPORT NEWS, VA 23606 | Accounting | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $55,859 | $136,307-59.0% | $177,821-68.6% | $73,488-24.0% |
| Participation rate | 91.5% | 86.1%+5.4pp | 87.7%+3.8pp | 70.7%+20.8pp |
| Annual return | 15.65% | 18.68%-3.0pp | 48.32%-32.7pp | 28.51%-12.9pp |
| Employer contribution / active EE | $5,289 | $3,712+42.5% | $5,918-10.6% | $2,270+133.0% |
| Participant deferral / active EE | $2,985 | $5,829-48.8% | $7,714-61.3% | $3,740-20.2% |
| Admin fee / account holder | $41 | $596-93.1% | $12,427-99.7% | $513-92.0% |