Filed April 11, 2018
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 USA Service code 15 · EIN 01-0233346 | Recordkeeping | $644 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $43,372 | $80,753-46.3% | $136,294-68.2% | $62,292-30.4% |
| Participation rate | 86.6% | 73.5%+13.1pp | 81.9%+4.7pp | 69.5%+17.1pp |
| Annual return | 17.93% | 35.83%-17.9pp | 5155.94%-5138.0pp | 28.90%-11.0pp |
| Employer contribution / active EE | $1,341 | $2,884-53.5% | $4,695-71.4% | $2,042-34.3% |
| Participant deferral / active EE | $3,016 | $5,164-41.6% | $6,247-51.7% | $3,169-4.8% |
| Admin fee / account holder | $156 | $525-70.2% | $9,243-98.3% | $479-67.4% |