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 Service code 15 · EIN 01-0233346 | Recordkeeping | $8,087 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $20,541 | $89,274-77.0% | $149,718-86.3% | $77,958-73.7% |
| Participation rate | 87.0% | 87.6%-0.6pp | 87.1%0pp | 71.6%+15.4pp |
| Annual return | 19.85% | 20.36%-0.5pp | 1501.63%-1481.8pp | 20.87%-1.0pp |
| Employer contribution / active EE | $477 | $3,727-87.2% | $5,445-91.2% | $2,310-79.4% |
| Participant deferral / active EE | $3,439 | $5,382-36.1% | $6,569-47.6% | $3,537-2.8% |
| Admin fee / account holder | $54 | $240-77.6% | $11,283-99.5% | $97-44.9% |