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 | $446 |
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 | $33,944 | $60,165-43.6% | $74,183-54.2% | $55,167-38.5% |
| Participation rate | 93.2% | 74.2%+19.0pp | 76.6%+16.6pp | 69.0%+24.2pp |
| Annual return | 8.66% | 10.00%-1.3pp | 17.74%-9.1pp | 169.23%-160.6pp |
| Employer contribution / active EE | $1,630 | $1,600+1.9% | $2,370-31.2% | $1,963-16.9% |
| Participant deferral / active EE | $3,726 | $2,973+25.3% | $3,550+5.0% | $3,054+22.0% |
| Admin fee / account holder | $39 | $419-90.7% | $5,586-99.3% | $504-92.2% |