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 | $50 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $57,038 | $63,114-9.6% | $92,893-38.6% | $65,185-12.5% |
| Participation rate | 38.4% | 68.8%-30.4pp | 76.0%-37.6pp | 70.2%-31.8pp |
| Annual return | 19.09% | 28.75%-9.7pp | 109.41%-90.3pp | 29.38%-10.3pp |
| Employer contribution / active EE | $573 | $2,571-77.7% | $3,653-84.3% | $2,177-73.7% |
| Participant deferral / active EE | $2,033 | $3,108-34.6% | $4,236-52.0% | $3,514-42.2% |
| Admin fee / account holder | $369 | $624-40.8% | $5,794-93.6% | $847-56.4% |