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 27-0017183 | Recordkeeping | $723 |
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 | $28,867 | $55,453-47.9% | $170,442-83.1% | $62,292-53.7% |
| Participation rate | 91.5% | 66.4%+25.2pp | 83.6%+7.9pp | 69.5%+22.0pp |
| Annual return | 15.61% | 21.38%-5.8pp | 205.93%-190.3pp | 28.90%-13.3pp |
| Employer contribution / active EE | $882 | $2,164-59.2% | $5,433-83.8% | $2,042-56.8% |
| Participant deferral / active EE | $2,244 | $2,303-2.5% | $4,939-54.6% | $3,169-29.2% |
| Admin fee / account holder | $9 | $455-98.0% | $13,880-99.9% | $479-98.1% |