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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.
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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 | $168 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $10,954 | $63,114-82.6% | $92,893-88.2% | $65,185-83.2% |
| Participation rate | 76.2% | 68.8%+7.4pp | 76.0%+0.2pp | 70.2%+6.0pp |
| Annual return | 19.02% | 28.75%-9.7pp | 109.41%-90.4pp | 29.38%-10.4pp |
| Employer contribution / active EE | $368 | $2,571-85.7% | $3,653-89.9% | $2,177-83.1% |
| Participant deferral / active EE | $3,955 | $3,108+27.2% | $4,236-6.6% | $3,514+12.5% |
| Admin fee / account holder | $101 | $624-83.7% | $5,794-98.3% | $847-88.0% |