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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 INSURANCE CO. USA Service code 15 · EIN 01-0233346 | Recordkeeping | $1,251 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $15,187 | $43,999-65.5% | $79,464-80.9% | $55,725-72.7% |
| Participation rate | 42.0% | 66.9%-24.9pp | 73.3%-31.3pp | 70.9%-28.8pp |
| Annual return | -6.50% | 1.81%-8.3pp | 718.14%-724.6pp | 244.93%-251.4pp |
| Employer contribution / active EE | $667 | $1,830-63.6% | $2,800-76.2% | $2,078-67.9% |
| Participant deferral / active EE | $1,250 | $2,538-50.8% | $3,704-66.3% | $3,356-62.8% |
| Admin fee / account holder | $72 | $118-38.8% | $5,113-98.6% | $115-37.5% |