Filed May 7, 2018 (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 |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,818 |
Filed as: JOHN HANCOCK Service code 15 | Recordkeeping | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $57,884 | $107,378-46.1% | $108,579-46.7% | $57,658+0.4% |
| Participation rate | 84.5% | 77.1%+7.4pp | 79.6%+5.0pp | 70.2%+14.3pp |
| Annual return | 4.01% | 12.80%-8.8pp | -51.70%+55.7pp | 5.13%-1.1pp |
| Employer contribution / active EE | $1,360 | $1,782-23.7% | $3,758-63.8% | $1,974-31.1% |
| Participant deferral / active EE | $3,925 | $3,221+21.9% | $4,311-9.0% | $3,061+28.2% |
| Admin fee / account holder | $15 | $108-85.8% | $7,645-99.8% | $95-83.7% |