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 USA Service code 15 · EIN 01-0233346 | Recordkeeping | $1,197 |
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).
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 | $23,780 | $55,453-57.1% | $170,442-86.0% | $62,292-61.8% |
| Participation rate | 56.0% | 66.4%-10.3pp | 83.6%-27.6pp | 69.5%-13.5pp |
| Annual return | 13.87% | 21.38%-7.5pp | 205.93%-192.1pp | 28.90%-15.0pp |
| Employer contribution / active EE | $502 | $2,164-76.8% | $5,433-90.8% | $2,042-75.4% |
| Participant deferral / active EE | $1,627 | $2,303-29.3% | $4,939-67.1% | $3,169-48.7% |
| Admin fee / account holder | $55 | $455-88.0% | $13,880-99.6% | $479-88.6% |