Filed October 19, 2023 (most recent of 3 filings on file)
Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 | Shareholder servicing fees; Sub-trans... | $76,346 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,020 | $129,095-21.7% | $184,200-45.2% | $77,671+30.1% |
| Participation rate | 99.0% | 87.3%+11.7pp | 86.8%+12.2pp | 70.6%+28.4pp |
| Annual return | 12.84% | 33.29%-20.4pp | 28.80%-16.0pp | 31.21%-18.4pp |
| Employer contribution / active EE | $2,863 | $4,410-35.1% | $6,424-55.4% | $2,726+5.0% |
| Participant deferral / active EE | $6,341 | $7,300-13.1% | $9,132-30.6% | $4,648+36.4% |
| Admin fee / account holder | $149 | $256-41.6% | $13,907-98.9% | $430-65.3% |