Filed October 19, 2023 (most recent of 3 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 Service code 12 · EIN 01-0233346 | Recordkeeping and information managem... | $82,091 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,035 | $131,799-25.6% | $200,582-51.1% | $85,563+14.6% |
| Participation rate | 97.6% | 87.9%+9.7pp | 86.9%+10.7pp | 66.0%+31.6pp |
| Annual return | 13.32% | 21.59%-8.3pp | 42.33%-29.0pp | 31.51%-18.2pp |
| Employer contribution / active EE | $3,110 | $4,532-31.4% | $6,419-51.5% | $2,654+17.2% |
| Participant deferral / active EE | $6,563 | $7,702-14.8% | $9,331-29.7% | $4,375+50.0% |
| Admin fee / account holder | $150 | $235-36.0% | $16,305-99.1% | $834-82.0% |