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 Service code 15 · EIN 01-0233346 | Recordkeeping | $2,212 |
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 | $38,231 | $52,670-27.4% | $90,404-57.7% | $73,409-47.9% |
| Participation rate | 77.1% | 67.7%+9.4pp | 72.7%+4.4pp | 72.2%+4.9pp |
| Annual return | 12.95% | 20.70%-7.8pp | 1293.02%-1280.1pp | 59.29%-46.3pp |
| Employer contribution / active EE | $1,918 | $1,872+2.5% | $3,262-41.2% | $2,234-14.1% |
| Participant deferral / active EE | $2,816 | $2,807+0.3% | $3,963-29.0% | $3,805-26.0% |
| Admin fee / account holder | $74 | $117-36.5% | $5,611-98.7% | $158-53.0% |