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 Service code 15 · EIN 01-0233346 | Recordkeeping | $9,008 |
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 | $31,887 | $49,451-35.5% | $79,550-59.9% | $66,914-52.3% |
| Participation rate | 95.4% | 61.3%+34.1pp | 69.5%+25.9pp | 69.8%+25.6pp |
| Annual return | -18.25% | 84.25%-102.5pp | 0.16%-18.4pp | 1.58%-19.8pp |
| Employer contribution / active EE | $1,372 | $1,266+8.4% | $2,413-43.1% | $2,544-46.1% |
| Participant deferral / active EE | $4,741 | $3,159+50.1% | $3,985+19.0% | $4,237+11.9% |
| Admin fee / account holder | $39 | $595-93.5% | $6,832-99.4% | $593-93.5% |