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 | $6,515 |
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 | $57,915 | $91,407-36.6% | $135,903-57.4% | $71,457-19.0% |
| Participation rate | 100.0% | 75.7%+24.3pp | 81.9%+18.1pp | 67.9%+32.1pp |
| Annual return | 25.01% | 29.90%-4.9pp | 68.23%-43.2pp | 28.85%-3.8pp |
| Employer contribution / active EE | $4,052 | $3,703+9.4% | $4,856-16.6% | $2,588+56.6% |
| Participant deferral / active EE | $10,329 | $7,092+45.6% | $7,758+33.1% | $4,289+140.8% |
| Admin fee / account holder | $26 | $1,266-98.0% | $10,762-99.8% | $1,587-98.4% |