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 INS. CO Service code 15 · EIN 01-0233346 | Recordkeeping | $848 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $39,268 | $60,795-35.4% | $69,455-43.5% | $65,185-39.8% |
| Participation rate | 81.1% | 74.9%+6.3pp | 74.6%+6.5pp | 70.2%+10.9pp |
| Annual return | 5.74% | 17.46%-11.7pp | 28.97%-23.2pp | 29.38%-23.6pp |
| Employer contribution / active EE | $1,927 | $2,452-21.4% | $2,779-30.7% | $2,177-11.5% |
| Participant deferral / active EE | $2,689 | $3,162-15.0% | $3,535-24.0% | $3,514-23.5% |
| Admin fee / account holder | $362 | $314+15.3% | $3,839-90.6% | $847-57.3% |