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 |
|---|---|---|
Filed as: JOHN HANCOCK LIFE INSURANCE CO. Service code 15 · EIN 01-0233346 | Recordkeeping | $275 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $51,433 | $65,061-20.9% | $143,757-64.2% | $66,914-23.1% |
| Participation rate | 38.0% | 65.2%-27.2pp | 80.3%-42.3pp | 69.8%-31.8pp |
| Annual return | -14.49% | -11.14%-3.4pp | -0.04%-14.4pp | 1.58%-16.1pp |
| Employer contribution / active EE | $821 | $2,361-65.2% | $4,951-83.4% | $2,544-67.7% |
| Participant deferral / active EE | $984 | $2,919-66.3% | $5,637-82.5% | $4,237-76.8% |
| Admin fee / account holder | $434 | $502-13.5% | $14,673-97.0% | $593-26.8% |