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 8-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 Service code 15 · EIN 01-0233346 | Recordkeeping | $28,170 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,192 | $79,171+45.5% | $102,423+12.5% | $74,495+54.6% |
| Participation rate | 99.4% | 74.8%+24.6pp | 76.5%+22.9pp | 67.2%+32.2pp |
| Annual return | 19.99% | 54.93%-34.9pp | 29.32%-9.3pp | 1364.94%-1345.0pp |
| Employer contribution / active EE | $5,533 | $2,362+134.2% | $3,023+83.0% | $2,623+111.0% |
| Participant deferral / active EE | $18,750 | $4,415+324.7% | $5,053+271.1% | $4,346+331.5% |
| Admin fee / account holder | $114 | $2,001-94.3% | $9,451-98.8% | $1,942-94.2% |