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 | $2,745 |
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 | $48,651 | $70,908-31.4% | $98,907-50.8% | $73,488-33.8% |
| Participation rate | 71.8% | 73.8%-1.9pp | 76.0%-4.2pp | 70.7%+1.1pp |
| Annual return | 16.13% | 34.17%-18.0pp | 196.43%-180.3pp | 28.51%-12.4pp |
| Employer contribution / active EE | $1,394 | $2,036-31.6% | $2,689-48.2% | $2,270-38.6% |
| Participant deferral / active EE | $2,585 | $3,500-26.1% | $4,244-39.1% | $3,740-30.9% |
| Admin fee / account holder | $387 | $535-27.6% | $6,642-94.2% | $513-24.5% |