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 | $404 |
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 | $130,472 | $109,881+18.7% | $150,045-13.0% | $84,808+53.8% |
| Participation rate | 90.6% | 76.1%+14.5pp | 82.3%+8.3pp | 68.3%+22.3pp |
| Annual return | 19.17% | 28.25%-9.1pp | 62.55%-43.4pp | 40.90%-21.7pp |
| Employer contribution / active EE | $2,021 | $3,561-43.2% | $4,693-56.9% | $2,631-23.2% |
| Participant deferral / active EE | $7,743 | $6,636+16.7% | $7,997-3.2% | $4,212+83.9% |
| Admin fee / account holder | $32 | $8,568-99.6% | $13,435-99.8% | $7,344-99.6% |