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 LIFE INS. CO USA Service code 15 · EIN 01-0233346 | Recordkeeping | $1,050 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,492 | $79,171-52.6% | $102,423-63.4% | $74,495-49.7% |
| Participation rate | 76.7% | 74.8%+1.9pp | 76.5%+0.2pp | 67.2%+9.5pp |
| Annual return | 12.18% | 54.93%-42.8pp | 29.32%-17.1pp | 1364.94%-1352.8pp |
| Employer contribution / active EE | $731 | $2,362-69.1% | $3,023-75.8% | $2,623-72.1% |
| Participant deferral / active EE | $2,930 | $4,415-33.6% | $5,053-42.0% | $4,346-32.6% |
| Admin fee / account holder | $287 | $2,001-85.7% | $9,451-97.0% | $1,942-85.2% |