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 | $153,504 |
Filed as: PRICEWATERHOUSECOOPERS, LLP Service code 10 · EIN 13-4008324 | Accounting | $24,040 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $41,204 | $74,462-44.7% | $81,983-49.7% | $90,288-54.4% |
| Participation rate | 99.3% | 69.7%+29.6pp | 69.2%+30.1pp | 73.4%+26.0pp |
| Annual return | 12.05% | 17.56%-5.5pp | 41.31%-29.3pp | 53.97%-41.9pp |
| Employer contribution / active EE | $4,192 | $2,334+79.6% | $2,498+67.8% | $2,524+66.1% |
| Participant deferral / active EE | $0 | $3,602-100.0% | $3,722-100.0% | $4,232-100.0% |
| Admin fee / account holder | $57 | $98-41.8% | $5,664-99.0% | $114-50.0% |