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 INURANCE COMPANY Service code 15 · EIN 01-0233346 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $93,048 | $86,332+7.8% | $125,175-25.7% | $65,185+42.7% |
| Participation rate | 43.6% | 75.3%-31.7pp | 79.8%-36.2pp | 70.2%-26.6pp |
| Annual return | 25.98% | 27.43%-1.5pp | 43.79%-17.8pp | 29.38%-3.4pp |
| Employer contribution / active EE | $1,006 | $2,040-50.7% | $3,865-74.0% | $2,177-53.8% |
| Participant deferral / active EE | $2,060 | $3,537-41.8% | $4,937-58.3% | $3,514-41.4% |
| Admin fee / account holder | $489 | $609-19.7% | $9,702-95.0% | $847-42.2% |