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 INSURANCE CO Service code 15 · EIN 01-0233346 | Recordkeeping | $256 |
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 | $38,738 | $50,898-23.9% | $171,082-77.4% | $55,167-29.8% |
| Participation rate | 98.6% | 63.3%+35.3pp | 76.7%+21.9pp | 69.0%+29.6pp |
| Annual return | 46.79% | 15.34%+31.4pp | 32.56%+14.2pp | 169.23%-122.4pp |
| Employer contribution / active EE | $3,524 | $1,433+145.9% | $4,002-11.9% | $1,963+79.5% |
| Participant deferral / active EE | $7,622 | $2,994+154.6% | $4,797+58.9% | $3,054+149.6% |
| Admin fee / account holder | $6 | $500-98.8% | $8,520-99.9% | $504-98.8% |