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 |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SRVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $710,590 |
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 | $66,232 | $86,580-23.5% | $146,665-54.8% | $101,517-34.8% |
| Participation rate | 94.0% | 80.7%+13.3pp | 80.1%+14.0pp | 74.6%+19.5pp |
| Annual return | 11.02% | 30.94%-19.9pp | 22.74%-11.7pp | 21.00%-10.0pp |
| Employer contribution / active EE | $2,335 | $2,512-7.0% | $4,136-43.5% | $2,973-21.5% |
| Participant deferral / active EE | $3,856 | $4,413-12.6% | $5,506-30.0% | $4,873-20.9% |
| Admin fee / account holder | $77 | $71+7.2% | $10,280-99.3% | $139-45.1% |