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 INS CO (USA) Service code 15 · EIN 01-0233346 | Recordkeeping | $4,037 |
MMA SECURITIES LLC3 years Filed as: MMA SECURITIES, LLC Service code 26 · EIN 22-3570392 | Advisory (Participants) | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,382 | $52,293-62.9% | $178,490-89.1% | $73,409-73.6% |
| Participation rate | 87.3% | 65.3%+22.0pp | 81.9%+5.4pp | 72.2%+15.1pp |
| Annual return | 16.69% | 34.75%-18.1pp | 151.07%-134.4pp | 59.29%-42.6pp |
| Employer contribution / active EE | $746 | $1,735-57.0% | $5,011-85.1% | $2,234-66.6% |
| Participant deferral / active EE | $5,036 | $2,332+115.9% | $5,202-3.2% | $3,805+32.3% |
| Admin fee / account holder | $21 | $127-83.9% | $13,984-99.9% | $158-87.0% |