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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 | $616 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $202,244 | $54,573+270.6% | $90,951+122.4% | $73,488+175.2% |
| Participation rate | 0.0% | 61.2%-61.2pp | 69.0%-69.0pp | 70.7%-70.7pp |
| Annual return | 21.08% | 16.69%+4.4pp | 134.60%-113.5pp | 28.51%-7.4pp |
| Employer contribution / active EE | $0 | $991-100.0% | $2,122-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $2,619 | $2,517+4.1% | $3,373-22.4% | $3,740-30.0% |
| Admin fee / account holder | $1,276 | $521+144.7% | $5,959-78.6% | $513+148.6% |