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 USA Service code 15 · EIN 01-0233346 | Recordkeeping | $0 |
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 | $41,114 | $96,458-57.4% | $136,294-69.8% | $77,958-47.3% |
| Participation rate | 99.6% | 75.4%+24.2pp | 81.9%+17.7pp | 71.6%+28.0pp |
| Annual return | 18.66% | 23.78%-5.1pp | 5155.94%-5137.3pp | 20.87%-2.2pp |
| Employer contribution / active EE | $2,947 | $3,144-6.3% | $4,695-37.2% | $2,310+27.5% |
| Participant deferral / active EE | $4,913 | $5,902-16.8% | $6,247-21.4% | $3,537+38.9% |
| Admin fee / account holder | $0 | $80-100.0% | $9,243-100.0% | $97-100.0% |