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 INSURANCE CO. Service code 15 · EIN 01-0233346 | Recordkeeping | $56,310 |
Service code 26 · EIN 04-2675571 | Advisory (Participants) | $36,085 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $105,029 | $88,515+18.7% | $162,163-35.2% | $67,579+55.4% |
| Participation rate | 96.8% | 86.8%+10.0pp | 87.6%+9.3pp | 71.3%+25.6pp |
| Annual return | 23.74% | 27.04%-3.3pp | 115.59%-91.9pp | 378.56%-354.8pp |
| Employer contribution / active EE | $3,011 | $3,563-15.5% | $5,614-46.4% | $2,148+40.2% |
| Participant deferral / active EE | $4,256 | $5,724-25.6% | $7,298-41.7% | $3,539+20.2% |
| Admin fee / account holder | $308 | $124+149.0% | $10,843-97.2% | $142+116.5% |