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 Service code 15 · EIN 01-0233346 | Recordkeeping | $3,127 |
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 | $42,638 | $70,908-39.9% | $98,907-56.9% | $73,488-42.0% |
| Participation rate | 81.0% | 73.8%+7.2pp | 76.0%+5.0pp | 70.7%+10.3pp |
| Annual return | 13.66% | 34.17%-20.5pp | 196.43%-182.8pp | 28.51%-14.9pp |
| Employer contribution / active EE | $1,316 | $2,036-35.4% | $2,689-51.1% | $2,270-42.0% |
| Participant deferral / active EE | $4,005 | $3,500+14.4% | $4,244-5.6% | $3,740+7.1% |
| Admin fee / account holder | $118 | $535-78.0% | $6,642-98.2% | $513-77.1% |