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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.
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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 |
|---|---|---|
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $400 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $69,117 | $69,159-0.1% | $125,175-44.8% | $67,579+2.3% |
| Participation rate | 48.7% | 78.2%-29.5pp | 79.8%-31.1pp | 71.3%-22.6pp |
| Annual return | 24.25% | 27.12%-2.9pp | 43.79%-19.5pp | 378.56%-354.3pp |
| Employer contribution / active EE | $572 | $2,023-71.7% | $3,865-85.2% | $2,148-73.4% |
| Participant deferral / active EE | $3,186 | $3,700-13.9% | $4,937-35.5% | $3,539-10.0% |
| Admin fee / account holder | $0 | $142-100.0% | $9,702-100.0% | $142-100.0% |