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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 HANCOCKLIFE INS CO. USA Service code 15 · EIN 01-0233346 | Recordkeeping | $818 |
Annual investment return 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 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 | $39,201 | $75,183-47.9% | $123,892-68.4% | $55,167-28.9% |
| Participation rate | 72.0% | 72.8%-0.8pp | 81.4%-9.4pp | 69.0%+3.0pp |
| Annual return | 6.03% | 19.01%-13.0pp | 47.52%-41.5pp | 169.23%-163.2pp |
| Employer contribution / active EE | $1,261 | $2,823-55.4% | $4,617-72.7% | $1,963-35.8% |
| Participant deferral / active EE | $2,436 | $5,084-52.1% | $5,984-59.3% | $3,054-20.2% |
| Admin fee / account holder | $23 | $663-96.6% | $8,357-99.7% | $504-95.5% |