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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $7,294 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $8,018 | $26,549-69.8% | $61,373-86.9% | $66,914-88.0% |
| Participation rate | 57.4% | 38.1%+19.3pp | 52.6%+4.9pp | 69.8%-12.4pp |
| Annual return | -16.75% | -16.21%-0.5pp | 338.61%-355.4pp | 1.58%-18.3pp |
| Employer contribution / active EE | $131 | $651-79.8% | $1,159-88.7% | $2,544-94.8% |
| Participant deferral / active EE | $1,070 | $1,338-20.0% | $2,125-49.6% | $4,237-74.7% |
| Admin fee / account holder | $94 | $409-76.9% | $2,130-95.6% | $593-84.1% |