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 USA Service code 15 · EIN 01-0233346 | Recordkeeping | $72 |
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 | $26,203 | $75,183-65.1% | $123,892-78.9% | $55,167-52.5% |
| Participation rate | 71.1% | 72.8%-1.7pp | 81.4%-10.3pp | 69.0%+2.1pp |
| Annual return | 16.25% | 19.01%-2.8pp | 47.52%-31.3pp | 169.23%-153.0pp |
| Employer contribution / active EE | $529 | $2,823-81.3% | $4,617-88.5% | $1,963-73.0% |
| Participant deferral / active EE | $4,701 | $5,084-7.5% | $5,984-21.4% | $3,054+53.9% |
| Admin fee / account holder | $31 | $663-95.3% | $8,357-99.6% | $504-93.9% |