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 | $79,914 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,347 | $82,917-79.1% | $103,333-83.2% | $77,643-77.7% |
| Participation rate | 94.0% | 71.6%+22.4pp | 74.5%+19.5pp | 70.6%+23.4pp |
| Annual return | 15.44% | 19.13%-3.7pp | 24.88%-9.4pp | 31.24%-15.8pp |
| Employer contribution / active EE | $918 | $3,552-74.2% | $3,868-76.3% | $2,726-66.3% |
| Participant deferral / active EE | $3,127 | $4,108-23.9% | $5,057-38.2% | $4,647-32.7% |
| Admin fee / account holder | $144 | $638-77.5% | $8,355-98.3% | $430-66.6% |