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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 93-0987232 | Advisory (Participants) | $19,535 |
Filed as: JOHN HANCOCK LIFE INSURANCE Service code 15 · EIN 01-0233346 | Recordkeeping | $569 |
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.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $55,456 | $69,362-20.0% | $101,248-45.2% | $73,488-24.5% |
| Participation rate | 52.3% | 68.4%-16.0pp | 75.8%-23.5pp | 70.7%-18.3pp |
| Annual return | 12.58% | 18.46%-5.9pp | 46.47%-33.9pp | 28.51%-15.9pp |
| Employer contribution / active EE | $1,110 | $2,628-57.8% | $3,660-69.7% | $2,270-51.1% |
| Participant deferral / active EE | $3,008 | $3,300-8.8% | $4,370-31.2% | $3,740-19.6% |
| Admin fee / account holder | $456 | $704-35.2% | $5,945-92.3% | $513-11.1% |