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 8-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 LIFE INSURANCE CO. Service code 15 · EIN 01-0233346 | Recordkeeping | $150 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $19,004 | $85,202-77.7% | $172,739-89.0% | $72,985-74.0% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 25.05% | 27.32%-2.3pp | 802.84%-777.8pp | 81.00%-55.9pp |
| Employer contribution / active EE | $1,103 | $3,324-66.8% | $5,143-78.5% | $2,440-54.8% |
| Participant deferral / active EE | $3,173 | $3,260-2.7% | $5,198-39.0% | $3,607-12.0% |
| Admin fee / account holder | $211 | $5,884-96.4% | $13,954-98.5% | $5,124-95.9% |