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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 Service code 15 · EIN 01-0233346 | Recordkeeping | $4,580 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $17,567 | $69,305-74.7% | $82,313-78.7% | $69,631-74.8% |
| Participation rate | 77.6% | 80.3%-2.7pp | 76.9%+0.7pp | 70.7%+6.9pp |
| Annual return | 14.83% | 21.47%-6.6pp | 25.88%-11.1pp | 27571.02%-27556.2pp |
| Employer contribution / active EE | $629 | $1,887-66.7% | $2,428-74.1% | $2,032-69.0% |
| Participant deferral / active EE | $1,559 | $3,568-56.3% | $3,706-57.9% | $3,224-51.6% |
| Admin fee / account holder | $42 | $97-56.4% | $5,608-99.2% | $110-61.6% |