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 HANCOCKLIFE INS CO. USA Service code 15 · EIN 01-0233346 | Recordkeeping | $1,032 |
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 | $42,125 | $80,753-47.8% | $136,294-69.1% | $62,292-32.4% |
| Participation rate | 73.5% | 73.5%-0.1pp | 81.9%-8.5pp | 69.5%+4.0pp |
| Annual return | 12.47% | 35.83%-23.4pp | 5155.94%-5143.5pp | 28.90%-16.4pp |
| Employer contribution / active EE | $1,279 | $2,884-55.7% | $4,695-72.8% | $2,042-37.4% |
| Participant deferral / active EE | $2,349 | $5,164-54.5% | $6,247-62.4% | $3,169-25.9% |
| Admin fee / account holder | $23 | $525-95.7% | $9,243-99.8% | $479-95.2% |