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 Service code 15 · EIN 01-0233346 | Recordkeeping | $3,791 |
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 | $27,132 | $51,288-47.1% | $81,983-66.9% | $73,409-63.0% |
| Participation rate | 76.5% | 64.0%+12.5pp | 69.2%+7.3pp | 72.2%+4.3pp |
| Annual return | 13.60% | 29.48%-15.9pp | 41.31%-27.7pp | 59.29%-45.7pp |
| Employer contribution / active EE | $1,496 | $1,487+0.6% | $2,498-40.1% | $2,234-33.0% |
| Participant deferral / active EE | $2,664 | $2,715-1.9% | $3,722-28.4% | $3,805-30.0% |
| Admin fee / account holder | $231 | $125+84.1% | $5,664-95.9% | $158+46.1% |