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 9-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 COMP Service code 15 · EIN 01-0233346 | Recordkeeping | $118 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $12,016 | $37,196-67.7% | $154,107-92.2% | $55,725-78.4% |
| Participation rate | 14.7% | 64.1%-49.4pp | 83.0%-68.3pp | 70.9%-56.2pp |
| Annual return | 6.32% | 1319.68%-1313.4pp | 735.12%-728.8pp | 244.93%-238.6pp |
| Employer contribution / active EE | $0 | $1,614-100.0% | $5,298-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $146 | $2,068-92.9% | $5,081-97.1% | $3,356-95.6% |
| Admin fee / account holder | $155 | $102+52.4% | $13,411-98.8% | $115+34.4% |