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 |
|---|---|---|
Service code 26 · EIN 26-1341658 | Advisory (Participants) | $13,884 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO Service code 15 · EIN 01-0233346 | Recordkeeping | $475 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,130 | $61,272-44.3% | $149,673-77.2% | $71,457-52.2% |
| Participation rate | 89.7% | 62.5%+27.2pp | 78.8%+10.9pp | 67.9%+21.8pp |
| Annual return | -8.59% | 35.85%-44.4pp | 134.42%-143.0pp | 28.85%-37.4pp |
| Employer contribution / active EE | $1,408 | $2,378-40.8% | $4,818-70.8% | $2,588-45.6% |
| Participant deferral / active EE | $1,962 | $2,917-32.7% | $5,680-65.5% | $4,289-54.2% |
| Admin fee / account holder | $316 | $1,261-75.0% | $13,210-97.6% | $1,587-80.1% |