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 | $17,747 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,467 | $82,202-48.3% | $125,339-66.1% | $64,808-34.5% |
| Participation rate | 97.7% | 77.9%+19.9pp | 82.4%+15.4pp | 71.5%+26.3pp |
| Annual return | -2.76% | 3.48%-6.2pp | 572.05%-574.8pp | 32.82%-35.6pp |
| Employer contribution / active EE | $5,099 | $3,615+41.0% | $4,814+5.9% | $2,506+103.5% |
| Participant deferral / active EE | $11,988 | $7,175+67.1% | $7,446+61.0% | $4,310+178.1% |
| Admin fee / account holder | $39 | $163-76.1% | $10,010-99.6% | $188-79.3% |