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 INS CO USA Service code 15 · EIN 01-0233346 | Recordkeeping | $21,733 |
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 | $48,674 | $48,576+0.2% | $169,463-71.3% | $56,287-13.5% |
| Participation rate | 97.9% | 65.8%+32.1pp | 77.8%+20.1pp | 69.9%+28.1pp |
| Annual return | -2.38% | -2.51%+0.1pp | 1.83%-4.2pp | -9.96%+7.6pp |
| Employer contribution / active EE | $3,728 | $1,559+139.1% | $4,159-10.4% | $2,111+76.6% |
| Participant deferral / active EE | $8,427 | $3,275+157.3% | $5,277+59.7% | $3,350+151.6% |
| Admin fee / account holder | $116 | $435-73.3% | $9,109-98.7% | $521-77.7% |