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 Service code 15 · EIN 01-0233346 | Recordkeeping | $7,075 |
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 | $175,428 | $55,453+216.4% | $170,442+2.9% | $62,292+181.6% |
| Participation rate | 100.0% | 66.4%+33.6pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 18.04% | 21.38%-3.3pp | 205.93%-187.9pp | 28.90%-10.9pp |
| Employer contribution / active EE | $2,871 | $2,164+32.7% | $5,433-47.2% | $2,042+40.6% |
| Participant deferral / active EE | $5,831 | $2,303+153.2% | $4,939+18.0% | $3,169+84.0% |
| Admin fee / account holder | $86 | $455-81.2% | $13,880-99.4% | $479-82.2% |