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 | $80,305 |
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 | $27,830 | $53,165-47.7% | $86,188-67.7% | $74,419-62.6% |
| Participation rate | 97.8% | 64.9%+32.9pp | 69.0%+28.8pp | 70.7%+27.0pp |
| Annual return | 17.10% | 22.64%-5.5pp | 1168.45%-1151.3pp | 34.38%-17.3pp |
| Employer contribution / active EE | $0 | $1,210-100.0% | $2,380-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $4,042 | $3,234+25.0% | $3,985+1.4% | $4,528-10.7% |
| Admin fee / account holder | $129 | $551-76.6% | $6,852-98.1% | $348-62.9% |