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 INSURANCE CO. Service code 15 · EIN 01-0233346 | Recordkeeping | $47,947 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $53,162 | $40,174+32.3% | $84,015-36.7% | $67,579-21.3% |
| Participation rate | 22.6% | 62.7%-40.1pp | 69.0%-46.4pp | 71.3%-48.7pp |
| Annual return | 22.47% | 25.82%-3.4pp | 71.31%-48.8pp | 378.56%-356.1pp |
| Employer contribution / active EE | $597 | $808-26.1% | $1,983-69.9% | $2,148-72.2% |
| Participant deferral / active EE | $1,127 | $2,301-51.0% | $3,239-65.2% | $3,539-68.2% |
| Admin fee / account holder | $7 | $128-94.4% | $6,101-99.9% | $142-94.9% |