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 9-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 | $1,454 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $16,679 | $63,114-73.6% | $92,893-82.0% | $65,185-74.4% |
| Participation rate | 100.0% | 68.8%+31.2pp | 76.0%+24.0pp | 70.2%+29.8pp |
| Annual return | 23.05% | 28.75%-5.7pp | 109.41%-86.4pp | 29.38%-6.3pp |
| Employer contribution / active EE | $1,014 | $2,571-60.6% | $3,653-72.3% | $2,177-53.4% |
| Participant deferral / active EE | $2,026 | $3,108-34.8% | $4,236-52.2% | $3,514-42.3% |
| Admin fee / account holder | $152 | $624-75.6% | $5,794-97.4% | $847-82.1% |