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 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $12,132 |
WILLIAM BLAIR2 years Service code 26 100 INTERNATIONAL DRIVE · BALTIMORE, MD 21202 | Advisory (Participants) | $8,199 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,526 | $47,126-69.2% | $149,673-90.3% | $74,419-80.5% |
| Participation rate | 29.6% | 63.4%-33.8pp | 78.8%-49.1pp | 70.7%-41.1pp |
| Annual return | 30.63% | 22.75%+7.9pp | 134.42%-103.8pp | 34.38%-3.7pp |
| Employer contribution / active EE | $89 | $1,905-95.4% | $4,818-98.2% | $2,637-96.6% |
| Participant deferral / active EE | $1,313 | $2,728-51.9% | $5,680-76.9% | $4,528-71.0% |
| Admin fee / account holder | $159 | $343-53.6% | $13,210-98.8% | $348-54.3% |