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 USA Service code 15 · EIN 01-0233346 | Recordkeeping | $159 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $21,908 | $45,073-51.4% | $69,455-68.5% | $72,985-70.0% |
| Participation rate | 54.3% | 68.5%-14.1pp | 74.6%-20.3pp | 69.5%-15.1pp |
| Annual return | 21.90% | 22.65%-0.8pp | 28.97%-7.1pp | 81.00%-59.1pp |
| Employer contribution / active EE | $1,397 | $2,054-32.0% | $2,779-49.7% | $2,440-42.7% |
| Participant deferral / active EE | $3,169 | $2,602+21.8% | $3,535-10.4% | $3,607-12.2% |
| Admin fee / account holder | $67 | $3,056-97.8% | $3,839-98.3% | $5,124-98.7% |