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 Service code 15 · EIN 01-0233346 | Recordkeeping | $76,317 |
Service code 55 | Other Commissions | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,592 | $42,353-39.6% | $79,550-67.8% | $64,808-60.5% |
| Participation rate | 99.6% | 64.8%+34.8pp | 69.5%+30.1pp | 71.5%+28.1pp |
| Annual return | -15.93% | -12.24%-3.7pp | 0.16%-16.1pp | 32.82%-48.8pp |
| Employer contribution / active EE | $0 | $1,181-100.0% | $2,413-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $3,590 | $3,170+13.2% | $3,985-9.9% | $4,310-16.7% |
| Admin fee / account holder | $138 | $160-13.4% | $6,832-98.0% | $188-26.4% |