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 INS. COMPANY Service code 15 · EIN 01-0233346 | Recordkeeping | $272 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $27,100 | $63,442-57.3% | $68,791-60.6% | $66,914-59.5% |
| Participation rate | 60.7% | 60.0%+0.7pp | 69.0%-8.3pp | 69.8%-9.1pp |
| Annual return | -13.01% | -8.29%-4.7pp | -6.38%-6.6pp | 1.58%-14.6pp |
| Employer contribution / active EE | $962 | $1,775-45.8% | $2,655-63.8% | $2,544-62.2% |
| Participant deferral / active EE | $1,784 | $2,945-39.4% | $3,941-54.7% | $4,237-57.9% |
| Admin fee / account holder | $230 | $577-60.1% | $4,932-95.3% | $593-61.2% |