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 | $2,310 |
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 | $77,335 | $78,419-1.4% | $133,956-42.3% | $73,409+5.3% |
| Participation rate | 80.8% | 78.6%+2.2pp | 79.8%+0.9pp | 72.2%+8.6pp |
| Annual return | 35.87% | 33.35%+2.5pp | 45.09%-9.2pp | 59.29%-23.4pp |
| Employer contribution / active EE | $1,513 | $2,044-26.0% | $3,919-61.4% | $2,234-32.3% |
| Participant deferral / active EE | $5,432 | $3,925+38.4% | $5,048+7.6% | $3,805+42.7% |
| Admin fee / account holder | $452 | $161+180.1% | $8,927-94.9% | $158+186.2% |