Filed August 10, 2021
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: HOHN HANCOCK LIFE INS. COMPANY Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $178 |
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 | $52,761 | $50,958+3.5% | $74,550-29.2% | $64,186-17.8% |
| Participation rate | 82.0% | 61.1%+20.9pp | 69.1%+12.8pp | 69.6%+12.4pp |
| Annual return | -7.26% | -1.86%-5.4pp | 32.53%-39.8pp | 7.63%-14.9pp |
| Employer contribution / active EE | $463 | $1,115-58.5% | $1,961-76.4% | $2,381-80.6% |
| Participant deferral / active EE | $2,597 | $2,301+12.9% | $3,108-16.4% | $3,470-25.1% |
| Admin fee / account holder | $167 | $4,223-96.1% | $5,060-96.7% | $4,888-96.6% |