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 | $616 |
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 | $70,325 | $155,795-54.9% | $136,294-48.4% | $69,631+1.0% |
| Participation rate | 87.9% | 75.2%+12.7pp | 81.9%+6.0pp | 70.7%+17.2pp |
| Annual return | 25.99% | 232464.33%-232438.3pp | 5155.94%-5130.0pp | 27571.02%-27545.0pp |
| Employer contribution / active EE | $3,448 | $2,991+15.3% | $4,695-26.6% | $2,032+69.7% |
| Participant deferral / active EE | $9,398 | $5,394+74.2% | $6,247+50.4% | $3,224+191.5% |
| Admin fee / account holder | $100 | $128-21.7% | $9,243-98.9% | $110-9.0% |