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 HANAOCK LIFE INSURANCE COMPANY Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $125 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $34,001 | $38,365-11.4% | $84,611-59.8% | $65,185-47.8% |
| Participation rate | 66.4% | 55.7%+10.7pp | 68.2%-1.8pp | 70.2%-3.8pp |
| Annual return | 24.61% | 32.00%-7.4pp | 258.74%-234.1pp | 29.38%-4.8pp |
| Employer contribution / active EE | $411 | $1,258-67.4% | $2,652-84.5% | $2,177-81.1% |
| Participant deferral / active EE | $2,244 | $2,278-1.5% | $3,899-42.4% | $3,514-36.1% |
| Admin fee / account holder | $184 | $451-59.2% | $4,912-96.3% | $847-78.3% |