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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 |
|---|---|---|
Service code 26 · EIN 26-2934519 | Advisory (Participants) | $13,677 |
Filed as: JOHN HANCOCK LIFE INSURANCE Service code 15 · EIN 01-0233346 | Recordkeeping | $419 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $41,822 | $58,726-28.8% | $92,233-54.7% | $62,292-32.9% |
| Participation rate | 45.0% | 68.3%-23.4pp | 76.5%-31.5pp | 69.5%-24.6pp |
| Annual return | 13.78% | 43.62%-29.8pp | 176.28%-162.5pp | 28.90%-15.1pp |
| Employer contribution / active EE | $902 | $2,392-62.3% | $3,679-75.5% | $2,042-55.8% |
| Participant deferral / active EE | $2,204 | $2,766-20.3% | $3,897-43.5% | $3,169-30.5% |
| Admin fee / account holder | $388 | $556-30.3% | $5,194-92.5% | $479-19.1% |