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 | $2,256 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $61,261 | $66,302-7.6% | $110,238-44.4% | $56,287+8.8% |
| Participation rate | 85.4% | 74.9%+10.4pp | 79.8%+5.5pp | 69.9%+15.5pp |
| Annual return | -6.61% | -1.18%-5.4pp | 314.74%-321.3pp | -9.96%+3.4pp |
| Employer contribution / active EE | $1,418 | $2,047-30.7% | $3,826-62.9% | $2,111-32.8% |
| Participant deferral / active EE | $4,793 | $3,381+41.7% | $4,672+2.6% | $3,350+43.1% |
| Admin fee / account holder | $397 | $698-43.1% | $8,547-95.4% | $521-23.7% |