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 LIFE INSURANCE CO USA Service code 15 · EIN 01-0233346 | Recordkeeping | $1,266 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,375 | $88,634-45.4% | $101,326-52.3% | $74,304-34.9% |
| Participation rate | 83.5% | 76.9%+6.6pp | 81.5%+2.0pp | 60.3%+23.1pp |
| Annual return | 44.26% | 33.10%+11.2pp | 36.82%+7.4pp | 29.43%+14.8pp |
| Employer contribution / active EE | $0 | $2,930-100.0% | $3,665-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $9,134 | $7,322+24.7% | $7,994+14.3% | $3,767+142.5% |
| Admin fee / account holder | $30 | $2,425-98.8% | $11,185-99.7% | $2,969-99.0% |