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 SRVCS INC. Service code 15 · EIN 01-0233346 | Recordkeeping | $133,170 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,272 | $67,598-47.8% | $75,886-53.5% | $77,787-54.7% |
| Participation rate | 99.1% | 69.6%+29.6pp | 69.3%+29.8pp | 73.2%+25.9pp |
| Annual return | 18.36% | 23.18%-4.8pp | 30.76%-12.4pp | 32.57%-14.2pp |
| Employer contribution / active EE | $4,121 | $2,430+69.6% | $2,500+64.8% | $2,504+64.6% |
| Participant deferral / active EE | $0 | $3,502-100.0% | $3,603-100.0% | $3,967-100.0% |
| Admin fee / account holder | $54 | $96-44.3% | $5,418-99.0% | $100-46.4% |