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 | $2,416 |
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 | $62,944 | $71,192-11.6% | $117,854-46.6% | $62,292+1.0% |
| Participation rate | 85.0% | 74.2%+10.8pp | 79.7%+5.3pp | 69.5%+15.5pp |
| Annual return | 19.40% | 18.66%+0.7pp | 335.08%-315.7pp | 28.90%-9.5pp |
| Employer contribution / active EE | $1,282 | $1,934-33.7% | $3,786-66.1% | $2,042-37.2% |
| Participant deferral / active EE | $4,315 | $3,189+35.3% | $4,482-3.7% | $3,169+36.2% |
| Admin fee / account holder | $257 | $587-56.2% | $8,020-96.8% | $479-46.3% |