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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.
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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) | $13,827 |
Service code 26 · EIN 26-2934519 | Advisory (Participants) | $1,231 |
Filed as: JOHN HANCOCK LIFE INSURANCE Service code 15 · EIN 01-0233346 | Recordkeeping | $510 |
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.)
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 | $37,232 | $55,449-32.9% | $83,848-55.6% | $56,287-33.9% |
| Participation rate | 48.9% | 68.0%-19.1pp | 76.1%-27.3pp | 69.9%-21.0pp |
| Annual return | -7.16% | -1.38%-5.8pp | 850.88%-858.0pp | -9.96%+2.8pp |
| Employer contribution / active EE | $1,140 | $2,430-53.1% | $3,631-68.6% | $2,111-46.0% |
| Participant deferral / active EE | $2,730 | $2,935-7.0% | $4,082-33.1% | $3,350-18.5% |
| Admin fee / account holder | $386 | $656-41.2% | $5,478-93.0% | $521-26.0% |