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 | $150 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $26,396 | $69,362-61.9% | $101,248-73.9% | $73,488-64.1% |
| Participation rate | 56.7% | 68.4%-11.7pp | 75.8%-19.1pp | 70.7%-14.0pp |
| Annual return | 16.81% | 18.46%-1.6pp | 46.47%-29.7pp | 28.51%-11.7pp |
| Employer contribution / active EE | $910 | $2,628-65.4% | $3,660-75.1% | $2,270-59.9% |
| Participant deferral / active EE | $2,201 | $3,300-33.3% | $4,370-49.6% | $3,740-41.1% |
| Admin fee / account holder | $362 | $704-48.6% | $5,945-93.9% | $513-29.5% |