See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 04-2675571 | Advisory (Participants) | $10,796 |
Filed as: JOHN HANCOCK LIFE INS CO (USA) Service code 15 · EIN 01-0233346 | Recordkeeping | $9,479 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,675 | $86,655-60.0% | $119,609-71.0% | $66,914-48.2% |
| Participation rate | 51.8% | 75.6%-23.8pp | 79.3%-27.5pp | 69.8%-18.0pp |
| Annual return | -17.25% | -8.00%-9.2pp | -14.97%-2.3pp | 1.58%-18.8pp |
| Employer contribution / active EE | $701 | $2,536-72.3% | $4,232-83.4% | $2,544-72.4% |
| Participant deferral / active EE | $2,347 | $4,358-46.1% | $5,602-58.1% | $4,237-44.6% |
| Admin fee / account holder | $152 | $755-79.9% | $10,323-98.5% | $593-74.4% |