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 7-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 | $7,758 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,305 | $30,555-85.9% | $80,716-94.7% | $86,799-95.0% |
| Participation rate | 92.4% | 37.2%+55.1pp | 54.2%+38.2pp | 72.3%+20.1pp |
| Annual return | 15.47% | 30.35%-14.9pp | 87.28%-71.8pp | 97.91%-82.4pp |
| Employer contribution / active EE | $293 | $472-37.9% | $1,160-74.7% | $2,405-87.8% |
| Participant deferral / active EE | $1,756 | $1,050+67.3% | $2,146-18.2% | $4,131-57.5% |
| Admin fee / account holder | $114 | $135-15.9% | $3,380-96.6% | $170-32.8% |