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 | $2,296 |
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 | $70,266 | $69,159+1.6% | $125,175-43.9% | $67,579+4.0% |
| Participation rate | 83.0% | 78.2%+4.8pp | 79.8%+3.2pp | 71.3%+11.7pp |
| Annual return | 25.05% | 27.12%-2.1pp | 43.79%-18.7pp | 378.56%-353.5pp |
| Employer contribution / active EE | $1,391 | $2,023-31.3% | $3,865-64.0% | $2,148-35.2% |
| Participant deferral / active EE | $4,916 | $3,700+32.9% | $4,937-0.4% | $3,539+38.9% |
| Admin fee / account holder | $450 | $142+217.8% | $9,702-95.4% | $142+216.6% |