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 7-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 | $750 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $48,826 | $79,013-38.2% | $100,391-51.4% | $74,495-34.5% |
| Participation rate | 94.8% | 79.5%+15.3pp | 81.5%+13.3pp | 67.2%+27.6pp |
| Annual return | 14.80% | 20.41%-5.6pp | 49.20%-34.4pp | 1364.94%-1350.1pp |
| Employer contribution / active EE | $3,203 | $3,021+6.0% | $3,942-18.7% | $2,623+22.1% |
| Participant deferral / active EE | $9,353 | $7,760+20.5% | $8,082+15.7% | $4,346+115.2% |
| Admin fee / account holder | $493 | $1,320-62.7% | $7,899-93.8% | $1,942-74.6% |