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 USA Service code 15 · EIN 01-0233346 | Recordkeeping | $2,646 |
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 | $50,937 | $63,924-20.3% | $108,579-53.1% | $55,167-7.7% |
| Participation rate | 98.6% | 74.3%+24.2pp | 79.6%+19.0pp | 69.0%+29.6pp |
| Annual return | 8.28% | 15.31%-7.0pp | -51.70%+60.0pp | 169.23%-160.9pp |
| Employer contribution / active EE | $1,344 | $1,879-28.5% | $3,758-64.2% | $1,963-31.5% |
| Participant deferral / active EE | $4,376 | $3,067+42.7% | $4,311+1.5% | $3,054+43.3% |
| Admin fee / account holder | $226 | $618-63.4% | $7,645-97.0% | $504-55.1% |