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 Service code 15 · EIN 01-0233346 | Recordkeeping | $1,898 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,795 | $59,417+15.8% | $93,606-26.5% | $74,495-7.7% |
| Participation rate | 54.5% | 59.7%-5.2pp | 68.7%-14.2pp | 67.2%-12.7pp |
| Annual return | 12.67% | 81.83%-69.2pp | 133.20%-120.5pp | 1364.94%-1352.3pp |
| Employer contribution / active EE | $576 | $1,264-54.4% | $2,420-76.2% | $2,623-78.0% |
| Participant deferral / active EE | $4,527 | $3,050+48.4% | $4,411+2.6% | $4,346+4.2% |
| Admin fee / account holder | $53 | $3,021-98.2% | $8,285-99.4% | $1,942-97.2% |