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 INS. Service code 15 · EIN 01-0233346 | Recordkeeping | $866 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $30,238 | $35,485-14.8% | $74,550-59.4% | $55,725-45.7% |
| Participation rate | 47.1% | 62.5%-15.4pp | 69.1%-22.0pp | 70.9%-23.7pp |
| Annual return | -6.65% | 0.72%-7.4pp | 32.53%-39.2pp | 244.93%-251.6pp |
| Employer contribution / active EE | $928 | $777+19.4% | $1,961-52.7% | $2,078-55.3% |
| Participant deferral / active EE | $1,123 | $2,181-48.5% | $3,108-63.9% | $3,356-66.5% |
| Admin fee / account holder | $19 | $114-83.3% | $5,060-99.6% | $115-83.4% |