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 | $520 |
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 | $34,972 | $64,909-46.1% | $82,313-57.5% | $62,292-43.9% |
| Participation rate | 92.8% | 74.9%+17.9pp | 76.9%+15.9pp | 69.5%+23.3pp |
| Annual return | 18.02% | 21.18%-3.2pp | 25.88%-7.9pp | 28.90%-10.9pp |
| Employer contribution / active EE | $1,628 | $1,676-2.9% | $2,428-33.0% | $2,042-20.3% |
| Participant deferral / active EE | $3,690 | $3,103+18.9% | $3,706-0.4% | $3,169+16.4% |
| Admin fee / account holder | $48 | $440-89.0% | $5,608-99.1% | $479-89.9% |