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 | $1,232 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $51,608 | $80,753-36.1% | $136,294-62.1% | $62,292-17.2% |
| Participation rate | 73.3% | 73.5%-0.3pp | 81.9%-8.7pp | 69.5%+3.8pp |
| Annual return | 13.00% | 35.83%-22.8pp | 5155.94%-5142.9pp | 28.90%-15.9pp |
| Employer contribution / active EE | $915 | $2,884-68.3% | $4,695-80.5% | $2,042-55.2% |
| Participant deferral / active EE | $2,892 | $5,164-44.0% | $6,247-53.7% | $3,169-8.7% |
| Admin fee / account holder | $29 | $525-94.4% | $9,243-99.7% | $479-93.9% |