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 |
|---|---|---|
Filed as: JOHN HANCOCK LIFE INSURANCE CO USA Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $632 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $29,886 | $66,302-54.9% | $110,238-72.9% | $56,287-46.9% |
| Participation rate | 79.1% | 74.9%+4.1pp | 79.8%-0.8pp | 69.9%+9.2pp |
| Annual return | -5.81% | -1.18%-4.6pp | 314.74%-320.5pp | -9.96%+4.1pp |
| Employer contribution / active EE | $1,431 | $2,047-30.1% | $3,826-62.6% | $2,111-32.2% |
| Participant deferral / active EE | $3,725 | $3,381+10.2% | $4,672-20.3% | $3,350+11.2% |
| Admin fee / account holder | $34 | $698-95.1% | $8,547-99.6% | $521-93.4% |