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. USA Service code 15 · EIN 01-0233346 | Recordkeeping | $1,025 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $68,884 | $63,764+8.0% | $81,930-15.9% | $79,858-13.7% |
| Participation rate | 83.3% | 67.5%+15.8pp | 72.0%+11.3pp | 69.6%+13.7pp |
| Annual return | 14.88% | 22.66%-7.8pp | 29.49%-14.6pp | 31.71%-16.8pp |
| Employer contribution / active EE | $1,692 | $1,795-5.8% | $4,310-60.7% | $2,471-31.5% |
| Participant deferral / active EE | $3,219 | $2,780+15.8% | $7,107-54.7% | $3,740-13.9% |
| Admin fee / account holder | $426 | $4,426-90.4% | $5,158-91.7% | $5,306-92.0% |