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 | $706 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,944 | $61,272-62.6% | $149,673-84.7% | $71,457-67.9% |
| Participation rate | 70.5% | 62.5%+7.9pp | 78.8%-8.3pp | 67.9%+2.5pp |
| Annual return | 23.02% | 35.85%-12.8pp | 134.42%-111.4pp | 28.85%-5.8pp |
| Employer contribution / active EE | $1,794 | $2,378-24.6% | $4,818-62.8% | $2,588-30.7% |
| Participant deferral / active EE | $4,653 | $2,917+59.5% | $5,680-18.1% | $4,289+8.5% |
| Admin fee / account holder | $233 | $1,261-81.5% | $13,210-98.2% | $1,587-85.3% |