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 | $16,439 |
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 | $145,370 | $87,870+65.4% | $113,168+28.5% | $74,304+95.6% |
| Participation rate | 98.8% | 70.7%+28.1pp | 76.6%+22.3pp | 60.3%+38.5pp |
| Annual return | 15.83% | 26.44%-10.6pp | 24.27%-8.4pp | 29.43%-13.6pp |
| Employer contribution / active EE | $4,857 | $2,277+113.3% | $2,975+63.2% | $2,241+116.7% |
| Participant deferral / active EE | $17,222 | $4,241+306.1% | $5,107+237.2% | $3,767+357.1% |
| Admin fee / account holder | $71 | $3,368-97.9% | $12,068-99.4% | $2,969-97.6% |