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 USA Service code 15 · EIN 01-0233346 | Recordkeeping | $56 |
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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $9,843 | $77,634-87.3% | $156,549-93.7% | $62,891-84.3% |
| Participation rate | 95.3% | 71.2%+24.1pp | 84.0%+11.3pp | 69.3%+26.0pp |
| Annual return | 5.78% | 50.32%-44.5pp | 32.23%-26.4pp | 20.14%-14.4pp |
| Employer contribution / active EE | $2,769 | $3,444-19.6% | $5,501-49.7% | $2,281+21.4% |
| Participant deferral / active EE | $2,586 | $3,045-15.1% | $4,871-46.9% | $3,203-19.3% |
| Admin fee / account holder | $70 | $5,561-98.7% | $13,027-99.5% | $4,296-98.4% |