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 USA Service code 15 · EIN 01-0233346 | Recordkeeping | $472 |
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 | $34,363 | $54,320-36.7% | $67,652-49.2% | $52,331-34.3% |
| Participation rate | 97.4% | 73.6%+23.8pp | 75.7%+21.7pp | 68.1%+29.3pp |
| Annual return | -0.38% | 6.81%-7.2pp | 6625.04%-6625.4pp | 4.54%-4.9pp |
| Employer contribution / active EE | $0 | $1,544-100.0% | $2,266-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $3,378 | $2,950+14.5% | $3,560-5.1% | $3,022+11.8% |
| Admin fee / account holder | $69 | $527-87.0% | $4,821-98.6% | $592-88.4% |