Filed February 13, 2024
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 4-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 INS CO USA Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $1,482 |
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 | $42,235 | $56,485-25.2% | $185,823-77.3% | $86,799-51.3% |
| Participation rate | 98.8% | 65.5%+33.3pp | 81.7%+17.1pp | 72.3%+26.5pp |
| Annual return | 26.49% | 118.04%-91.6pp | 122.05%-95.6pp | 97.91%-71.4pp |
| Employer contribution / active EE | $1,491 | $1,843-19.1% | $5,167-71.1% | $2,405-38.0% |
| Participant deferral / active EE | $1,659 | $2,553-35.0% | $5,568-70.2% | $4,131-59.8% |
| Admin fee / account holder | $279 | $150+86.2% | $16,237-98.3% | $170+64.3% |