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 INSURANCE CO Service code 15 · EIN 01-0233346 | Recordkeeping | $584 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $35,485 | $52,953-33.0% | $172,739-79.5% | $65,185-45.6% |
| Participation rate | 51.1% | 66.2%-15.1pp | 82.6%-31.6pp | 70.2%-19.1pp |
| Annual return | 19.98% | 30.12%-10.1pp | 802.84%-782.9pp | 29.38%-9.4pp |
| Employer contribution / active EE | $1,049 | $2,190-52.1% | $5,143-79.6% | $2,177-51.8% |
| Participant deferral / active EE | $2,228 | $2,471-9.8% | $5,198-57.1% | $3,514-36.6% |
| Admin fee / account holder | $117 | $472-75.2% | $13,954-99.2% | $847-86.2% |