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 INSURANCE CO Service code 15 · EIN 13-3646501 | Recordkeeping | $1,906 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $41,805 | $70,879-41.0% | $189,557-77.9% | $79,386-47.3% |
| Participation rate | 55.0% | 68.0%-12.9pp | 78.4%-23.4pp | 70.7%-15.7pp |
| Annual return | 13.35% | 20.70%-7.3pp | 64.17%-50.8pp | 116.85%-103.5pp |
| Employer contribution / active EE | $554 | $1,806-69.3% | $4,412-87.5% | $2,427-77.2% |
| Participant deferral / active EE | $2,988 | $4,081-26.8% | $6,174-51.6% | $4,046-26.2% |
| Admin fee / account holder | $133 | $647-79.4% | $9,807-98.6% | $626-78.7% |