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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 |
|---|---|---|
Service code 26 · EIN 71-0752696 | Advisory (Participants) | $12,605 |
Filed as: JOHN HANCOCK LIFE INS CO Service code 15 · EIN 01-0233346 | Recordkeeping | $1,082 |
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,817 | $55,415-55.2% | $155,509-84.0% | $74,495-66.7% |
| Participation rate | 53.2% | 61.9%-8.7pp | 78.2%-25.0pp | 67.2%-14.0pp |
| Annual return | 10.56% | 268.50%-257.9pp | 64.67%-54.1pp | 1364.94%-1354.4pp |
| Employer contribution / active EE | $468 | $2,267-79.3% | $4,672-90.0% | $2,623-82.2% |
| Participant deferral / active EE | $1,731 | $2,836-39.0% | $5,626-69.2% | $4,346-60.2% |
| Admin fee / account holder | $244 | $1,738-85.9% | $15,912-98.5% | $1,942-87.4% |