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 |
|---|---|---|
Service code 26 · EIN 71-0752696 | Advisory (Participants) | $11,491 |
Filed as: JOHN HANCOCK LIFE INS CO Service code 15 · EIN 01-0233346 | Recordkeeping | $2,212 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,666 | $61,272-61.4% | $149,673-84.2% | $71,457-66.9% |
| Participation rate | 54.2% | 62.5%-8.3pp | 78.8%-24.5pp | 67.9%-13.7pp |
| Annual return | 11.50% | 35.85%-24.4pp | 134.42%-122.9pp | 28.85%-17.3pp |
| Employer contribution / active EE | $456 | $2,378-80.8% | $4,818-90.5% | $2,588-82.4% |
| Participant deferral / active EE | $1,695 | $2,917-41.9% | $5,680-70.2% | $4,289-60.5% |
| Admin fee / account holder | $251 | $1,261-80.1% | $13,210-98.1% | $1,587-84.2% |