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 01-0233346 | Recordkeeping | $3,102 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return 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 | $54,231 | $109,413-50.4% | $156,263-65.3% | $84,808-36.1% |
| Participation rate | 73.7% | 72.7%+1.0pp | 78.9%-5.2pp | 68.3%+5.4pp |
| Annual return | 10.17% | 20.18%-10.0pp | 59.47%-49.3pp | 40.90%-30.7pp |
| Employer contribution / active EE | $1,902 | $2,907-34.6% | $4,333-56.1% | $2,631-27.7% |
| Participant deferral / active EE | $2,880 | $4,590-37.3% | $6,158-53.2% | $4,212-31.6% |
| Admin fee / account holder | $510 | $9,357-94.5% | $14,255-96.4% | $7,344-93.1% |