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 | $70 |
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 | $52,103 | $73,102-28.7% | $123,544-57.8% | $56,287-7.4% |
| Participation rate | 84.9% | 74.3%+10.6pp | 82.3%+2.6pp | 69.9%+15.1pp |
| Annual return | 39.56% | 3.01%+36.6pp | 119.20%-79.6pp | -9.96%+49.5pp |
| Employer contribution / active EE | $1,647 | $2,977-44.7% | $4,628-64.4% | $2,111-22.0% |
| Participant deferral / active EE | $4,379 | $5,423-19.2% | $6,426-31.8% | $3,350+30.7% |
| Admin fee / account holder | $329 | $554-40.5% | $9,284-96.5% | $521-36.8% |