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 | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $91,979 | $102,553-10.3% | $151,611-39.3% | $66,914+37.5% |
| Participation rate | 82.7% | 85.5%-2.8pp | 87.5%-4.8pp | 69.8%+12.9pp |
| Annual return | -17.90% | -10.82%-7.1pp | 3.33%-21.2pp | 1.58%-19.5pp |
| Employer contribution / active EE | $4,127 | $4,180-1.3% | $6,166-33.1% | $2,544+62.2% |
| Participant deferral / active EE | $5,543 | $6,641-16.5% | $8,363-33.7% | $4,237+30.8% |
| Admin fee / account holder | $431 | $630-31.6% | $11,616-96.3% | $593-27.4% |