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 COMAPAN Service code 15 · EIN 01-0233346 | Recordkeeping | $656 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,944 | $63,114+45.7% | $92,893-1.0% | $65,185+41.1% |
| Participation rate | 42.4% | 68.8%-26.4pp | 76.0%-33.6pp | 70.2%-27.8pp |
| Annual return | 20.36% | 28.75%-8.4pp | 109.41%-89.1pp | 29.38%-9.0pp |
| Employer contribution / active EE | $985 | $2,571-61.7% | $3,653-73.0% | $2,177-54.7% |
| Participant deferral / active EE | $3,260 | $3,108+4.9% | $4,236-23.0% | $3,514-7.2% |
| Admin fee / account holder | $18 | $624-97.1% | $5,794-99.7% | $847-97.9% |