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 | $2,102 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,477 | $64,119-49.3% | $112,228-71.1% | $66,914-51.5% |
| Participation rate | 93.8% | 68.5%+25.3pp | 75.1%+18.7pp | 69.8%+23.9pp |
| Annual return | -16.96% | -13.81%-3.2pp | 27.45%-44.4pp | 1.58%-18.5pp |
| Employer contribution / active EE | $1,758 | $3,005-41.5% | $3,635-51.6% | $2,544-30.9% |
| Participant deferral / active EE | $3,483 | $3,693-5.7% | $4,728-26.3% | $4,237-17.8% |
| Admin fee / account holder | $331 | $625-47.0% | $6,410-94.8% | $593-44.2% |