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 USA Service code 15 · EIN 01-0233346 | Recordkeeping | $649 |
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).
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 | $24,860 | $59,535-58.2% | $90,160-72.4% | $62,292-60.1% |
| Participation rate | 75.7% | 73.0%+2.7pp | 76.9%-1.1pp | 69.5%+6.2pp |
| Annual return | 23.80% | 23.53%+0.3pp | 34.88%-11.1pp | 28.90%-5.1pp |
| Employer contribution / active EE | $1,972 | $1,826+8.0% | $3,318-40.6% | $2,042-3.5% |
| Participant deferral / active EE | $3,033 | $4,639-34.6% | $5,288-42.6% | $3,169-4.3% |
| Admin fee / account holder | $30 | $337-91.2% | $5,943-99.5% | $479-93.8% |