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 INSURANCE CO Service code 15 · EIN 01-0233346 | Recordkeeping | $1,712 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $26,242 | $51,197-48.7% | $82,719-68.3% | $66,914-60.8% |
| Participation rate | 89.2% | 67.8%+21.4pp | 72.6%+16.7pp | 69.8%+19.4pp |
| Annual return | -15.07% | -9.64%-5.4pp | 701.18%-716.2pp | 1.58%-16.7pp |
| Employer contribution / active EE | $1,958 | $2,611-25.0% | $3,009-34.9% | $2,544-23.0% |
| Participant deferral / active EE | $2,788 | $3,458-19.4% | $4,395-36.6% | $4,237-34.2% |
| Admin fee / account holder | $265 | $416-36.2% | $5,329-95.0% | $593-55.3% |