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 INSURANC COMPANY Service code 15 · EIN 01-0233346 | Recordkeeping | $1,155 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $31,736 | $69,362-54.2% | $101,248-68.7% | $73,488-56.8% |
| Participation rate | 47.1% | 68.4%-21.3pp | 75.8%-28.7pp | 70.7%-23.6pp |
| Annual return | 15.79% | 18.46%-2.7pp | 46.47%-30.7pp | 28.51%-12.7pp |
| Employer contribution / active EE | $942 | $2,628-64.2% | $3,660-74.3% | $2,270-58.5% |
| Participant deferral / active EE | $1,584 | $3,300-52.0% | $4,370-63.7% | $3,740-57.6% |
| Admin fee / account holder | $31 | $704-95.6% | $5,945-99.5% | $513-93.9% |