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 |
|---|---|---|
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $4,843 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,640 | $132,049-5.6% | $200,582-37.9% | $74,304+67.7% |
| Participation rate | 71.7% | 84.1%-12.3pp | 86.9%-15.2pp | 60.3%+11.4pp |
| Annual return | 14.58% | 22.22%-7.6pp | 42.33%-27.8pp | 29.43%-14.9pp |
| Employer contribution / active EE | $4,140 | $4,558-9.2% | $6,419-35.5% | $2,241+84.7% |
| Participant deferral / active EE | $5,744 | $7,213-20.4% | $9,331-38.4% | $3,767+52.5% |
| Admin fee / account holder | $536 | $2,405-77.7% | $16,305-96.7% | $2,969-82.0% |