Filed April 11, 2018
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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $662 |
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 | $34,222 | $70,002-51.1% | $115,037-70.3% | $52,331-34.6% |
| Participation rate | 92.8% | 72.1%+20.7pp | 81.4%+11.4pp | 68.1%+24.7pp |
| Annual return | -0.45% | 4.04%-4.5pp | 26.14%-26.6pp | 4.54%-5.0pp |
| Employer contribution / active EE | $1,298 | $2,715-52.2% | $4,608-71.8% | $1,882-31.0% |
| Participant deferral / active EE | $3,172 | $4,920-35.5% | $6,026-47.4% | $3,022+5.0% |
| Admin fee / account holder | $131 | $566-76.9% | $8,175-98.4% | $592-77.9% |