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 USA Service code 15 · EIN 31-4156830 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $2,610 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $74,215 | $69,305+7.1% | $82,313-9.8% | $69,631+6.6% |
| Participation rate | 90.3% | 80.3%+10.1pp | 76.9%+13.5pp | 70.7%+19.7pp |
| Annual return | 16.71% | 21.47%-4.8pp | 25.88%-9.2pp | 27571.02%-27554.3pp |
| Employer contribution / active EE | $0 | $1,887-100.0% | $2,428-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $2,808 | $3,568-21.3% | $3,706-24.2% | $3,224-12.9% |
| Admin fee / account holder | $514 | $97+428.8% | $5,608-90.8% | $110+365.3% |