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 | $550 |
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 | $30,545 | $65,435-53.3% | $86,677-64.8% | $66,914-54.4% |
| Participation rate | 77.9% | 75.5%+2.5pp | 76.6%+1.3pp | 69.8%+8.1pp |
| Annual return | -16.33% | -10.89%-5.4pp | 35.91%-52.2pp | 1.58%-17.9pp |
| Employer contribution / active EE | $622 | $2,153-71.1% | $2,836-78.1% | $2,544-75.6% |
| Participant deferral / active EE | $2,728 | $4,100-33.5% | $4,656-41.4% | $4,237-35.6% |
| Admin fee / account holder | $182 | $642-71.6% | $7,493-97.6% | $593-69.3% |