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 LIFE INSURNACE COMPANY Service code 15 · EIN 01-0233346 | Recordkeeping | $475 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $23,056 | $81,900-71.8% | $119,609-80.7% | $68,494-66.3% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -15.10% | -23.82%+8.7pp | -14.97%-0.1pp | -7.84%-7.3pp |
| Employer contribution / active EE | $2,126 | $2,693-21.1% | $4,232-49.8% | $2,596-18.1% |
| Participant deferral / active EE | $3,595 | $4,148-13.3% | $5,602-35.8% | $4,027-10.7% |
| Admin fee / account holder | $259 | $6,582-96.1% | $10,323-97.5% | $5,403-95.2% |