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 Service code 15 · EIN 01-0233346 | Recordkeeping | $43,013 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $82,187 | $72,254+13.7% | $86,677-5.2% | $64,808+26.8% |
| Participation rate | 97.1% | 80.4%+16.7pp | 76.6%+20.5pp | 71.5%+25.6pp |
| Annual return | -20.26% | 392.42%-412.7pp | 35.91%-56.2pp | 32.82%-53.1pp |
| Employer contribution / active EE | $2,279 | $2,393-4.8% | $2,836-19.7% | $2,506-9.1% |
| Participant deferral / active EE | $5,595 | $4,658+20.1% | $4,656+20.2% | $4,310+29.8% |
| Admin fee / account holder | $96 | $174-44.8% | $7,493-98.7% | $188-48.9% |