Filed June 29, 2017 (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 |
|---|---|---|
JOHN HANCOCK LIFE INSURANCE COMPANY11+ years Filed as: JOHN HANCOCK RETIREMENT PLAN SRVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $761,238 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,846 | $117,739-22.8% | $156,263-41.9% | $117,739-22.8% |
| Participation rate | 95.5% | 76.6%+18.9pp | 78.9%+16.6pp | 76.6%+18.9pp |
| Annual return | 16.89% | 17.29%-0.4pp | 59.47%-42.6pp | 17.29%-0.4pp |
| Employer contribution / active EE | $3,362 | $3,746-10.2% | $4,333-22.4% | $3,746-10.2% |
| Participant deferral / active EE | $5,686 | $6,128-7.2% | $6,158-7.7% | $6,128-7.2% |
| Admin fee / account holder | $87 | $112-22.5% | $14,255-99.4% | $112-22.5% |