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 | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $25,206 | $37,196-32.2% | $154,107-83.6% | $55,725-54.8% |
| Participation rate | 34.8% | 64.1%-29.3pp | 83.0%-48.2pp | 70.9%-36.0pp |
| Annual return | 10.36% | 1319.68%-1309.3pp | 735.12%-724.8pp | 244.93%-234.6pp |
| Employer contribution / active EE | $252 | $1,614-84.4% | $5,298-95.2% | $2,078-87.9% |
| Participant deferral / active EE | $613 | $2,068-70.4% | $5,081-87.9% | $3,356-81.7% |
| Admin fee / account holder | $96 | $102-5.7% | $13,411-99.3% | $115-16.8% |