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 6-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 | $181 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,949 | $65,061-72.4% | $143,757-87.5% | $66,914-73.2% |
| Participation rate | 69.0% | 65.2%+3.8pp | 80.3%-11.3pp | 69.8%-0.8pp |
| Annual return | -14.54% | -11.14%-3.4pp | -0.04%-14.5pp | 1.58%-16.1pp |
| Employer contribution / active EE | $1,564 | $2,361-33.8% | $4,951-68.4% | $2,544-38.5% |
| Participant deferral / active EE | $4,201 | $2,919+43.9% | $5,637-25.5% | $4,237-0.9% |
| Admin fee / account holder | $167 | $502-66.7% | $14,673-98.9% | $593-71.8% |