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 | $1,181 |
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 | $42,400 | $65,322-35.1% | $70,449-39.8% | $73,488-42.3% |
| Participation rate | 80.1% | 77.0%+3.1pp | 75.1%+5.0pp | 70.7%+9.4pp |
| Annual return | 6.34% | 15.71%-9.4pp | 109.03%-102.7pp | 28.51%-22.2pp |
| Employer contribution / active EE | $2,016 | $2,460-18.0% | $2,737-26.3% | $2,270-11.2% |
| Participant deferral / active EE | $3,039 | $3,375-9.9% | $3,709-18.0% | $3,740-18.7% |
| Admin fee / account holder | $334 | $214+56.1% | $3,845-91.3% | $513-34.9% |