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 USA Service code 15 · EIN 01-0233346 | Recordkeeping | $388 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $22,818 | $62,928-63.7% | $172,739-86.8% | $67,579-66.2% |
| Participation rate | 19.0% | 64.5%-45.4pp | 82.6%-63.6pp | 71.3%-52.2pp |
| Annual return | 19.92% | 30.36%-10.4pp | 802.84%-782.9pp | 378.56%-358.6pp |
| Employer contribution / active EE | $0 | $1,636-100.0% | $5,143-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $854 | $2,145-60.2% | $5,198-83.6% | $3,539-75.9% |
| Admin fee / account holder | $135 | $167-18.8% | $13,954-99.0% | $142-4.9% |