Filed December 22, 2020 (most recent of 6 filings on file)
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 RETIREMENT PLAN SRVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $48,894 |
Service code 27 1003 BISHOP ST., PAUAHI TOWER · HONOLULU, HI 96813 | Advisory (Plan) | $0 |
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 | $25,276 | $35,485-28.8% | $74,550-66.1% | $55,725-54.6% |
| Participation rate | 95.8% | 62.5%+33.2pp | 69.1%+26.6pp | 70.9%+24.9pp |
| Annual return | -5.39% | 0.72%-6.1pp | 32.53%-37.9pp | 244.93%-250.3pp |
| Employer contribution / active EE | $4 | $777-99.5% | $1,961-99.8% | $2,078-99.8% |
| Participant deferral / active EE | $3,125 | $2,181+43.3% | $3,108+0.6% | $3,356-6.9% |
| Admin fee / account holder | $149 | $114+30.6% | $5,060-97.0% | $115+29.7% |