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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $65,816 | $69,362-5.1% | $101,248-35.0% | $73,488-10.4% |
| Participation rate | 36.6% | 68.4%-31.8pp | 75.8%-39.2pp | 70.7%-34.1pp |
| Annual return | 12.61% | 18.46%-5.9pp | 46.47%-33.9pp | 28.51%-15.9pp |
| Employer contribution / active EE | $567 | $2,628-78.4% | $3,660-84.5% | $2,270-75.0% |
| Participant deferral / active EE | $1,836 | $3,300-44.4% | $4,370-58.0% | $3,740-50.9% |
| Admin fee / account holder | $402 | $704-42.9% | $5,945-93.2% | $513-21.7% |