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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 INS CO USA Service code 15 · EIN 01-0233346 | Recordkeeping | $757 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $47,646 | $52,639-9.5% | $185,117-74.3% | $62,292-23.5% |
| Participation rate | 99.4% | 63.9%+35.5pp | 77.3%+22.1pp | 69.5%+29.9pp |
| Annual return | 10.45% | 19.57%-9.1pp | 40.50%-30.0pp | 28.90%-18.4pp |
| Employer contribution / active EE | $3,216 | $1,483+116.9% | $4,182-23.1% | $2,042+57.5% |
| Participant deferral / active EE | $6,842 | $3,097+120.9% | $5,045+35.6% | $3,169+115.9% |
| Admin fee / account holder | $15 | $374-96.1% | $8,159-99.8% | $479-97.0% |