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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
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 |
|---|---|---|
Service code 55 400 ROBERT ST N · SAINT PAUL, MN 55101 | Other Commissions | $3,635 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $2,398 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $122 |
Employer contribution per participant 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 | $41,352 | $43,723-5.4% | $121,196-65.9% | $64,186-35.6% |
| Participation rate | 94.7% | 58.3%+36.4pp | 71.7%+23.0pp | 69.6%+25.2pp |
| Annual return | -4.83% | 68.91%-73.7pp | 16.93%-21.8pp | 7.63%-12.5pp |
| Employer contribution / active EE | $79 | $1,296-93.9% | $4,022-98.0% | $2,381-96.7% |
| Participant deferral / active EE | $3,305 | $2,280+45.0% | $3,344-1.2% | $3,470-4.7% |
| Admin fee / account holder | $25 | $3,501-99.3% | $5,019-99.5% | $4,888-99.5% |