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 INSURACE CO USA Service code 15 · EIN 01-0233346 | Recordkeeping | $228 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,875 | $56,114+101.2% | $96,139+17.4% | $85,850+31.5% |
| Participation rate | 13.3% | 56.7%-43.4pp | 68.4%-55.1pp | 69.3%-56.0pp |
| Annual return | 15.80% | 42.30%-26.5pp | 191.94%-176.1pp | 318.53%-302.7pp |
| Employer contribution / active EE | $1,576 | $1,620-2.7% | $2,797-43.7% | $2,565-38.6% |
| Participant deferral / active EE | $8,145 | $2,859+184.9% | $4,349+87.3% | $3,952+106.1% |
| Admin fee / account holder | $36 | $3,768-99.0% | $5,537-99.4% | $6,260-99.4% |