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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.
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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 | $1,866 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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).
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 | $31,979 | $91,762-65.2% | $67,502-52.6% | $77,643-58.8% |
| Participation rate | 30.2% | 75.9%-45.7pp | 72.9%-42.7pp | 70.6%-40.4pp |
| Annual return | 12.70% | 14.87%-2.2pp | 3512.12%-3499.4pp | 31.24%-18.5pp |
| Employer contribution / active EE | $761 | $3,181-76.1% | $2,731-72.1% | $2,726-72.1% |
| Participant deferral / active EE | $2,317 | $3,903-40.7% | $4,000-42.1% | $4,647-50.2% |
| Admin fee / account holder | $358 | $176+103.4% | $3,998-91.0% | $430-16.8% |