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 13-3646501 | Recordkeeping | $698 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $19,827 | $46,732-57.6% | $156,549-87.3% | $55,167-64.1% |
| Participation rate | 87.6% | 65.8%+21.8pp | 84.0%+3.6pp | 69.0%+18.6pp |
| Annual return | 9.29% | 17.72%-8.4pp | 32.23%-22.9pp | 169.23%-159.9pp |
| Employer contribution / active EE | $523 | $2,105-75.2% | $5,501-90.5% | $1,963-73.4% |
| Participant deferral / active EE | $4,246 | $2,204+92.6% | $4,871-12.8% | $3,054+39.0% |
| Admin fee / account holder | $189 | $418-54.9% | $13,027-98.6% | $504-62.6% |