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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.
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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 | $523 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $7,748 | $55,453-86.0% | $170,442-95.5% | $62,292-87.6% |
| Participation rate | 99.2% | 66.4%+32.8pp | 83.6%+15.6pp | 69.5%+29.7pp |
| Annual return | 5.72% | 21.38%-15.7pp | 205.93%-200.2pp | 28.90%-23.2pp |
| Employer contribution / active EE | $2,029 | $2,164-6.2% | $5,433-62.6% | $2,042-0.6% |
| Participant deferral / active EE | $951 | $2,303-58.7% | $4,939-80.8% | $3,169-70.0% |
| Admin fee / account holder | $7 | $455-98.6% | $13,880-100.0% | $479-98.6% |