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 COMPANY10+ years Filed as: JOHN HANCOCK RETIREMENT SRVCS INC. Service code 15 · EIN 01-0233346 | Recordkeeping | $94,598 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPFINANCIAL PARTNERS, LLC. Service code 27 · EIN 26-0058143 | Advisory (Plan) | $5,769 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,442 | $81,357-44.1% | $75,972-40.2% | $199,593-77.2% |
| Participation rate | 95.0% | 69.9%+25.1pp | 69.1%+26.0pp | 72.0%+23.0pp |
| Annual return | 10.67% | 16.32%-5.6pp | 359.55%-348.9pp | 34.25%-23.6pp |
| Employer contribution / active EE | $0 | $3,341-100.0% | $2,685-100.0% | $3,034-100.0% |
| Participant deferral / active EE | $0 | $4,710-100.0% | $4,255-100.0% | $5,087-100.0% |
| Admin fee / account holder | $59 | $144-59.0% | $6,467-99.1% | $269-77.9% |