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 IN CO USA Service code 15 · EIN 01-0233346 | Recordkeeping | $828 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $22,239 | $32,425-31.4% | $74,583-70.2% | $55,167-59.7% |
| Participation rate | 44.8% | 54.0%-9.2pp | 68.1%-23.4pp | 69.0%-24.2pp |
| Annual return | 6.84% | 10.63%-3.8pp | 20.47%-13.6pp | 169.23%-162.4pp |
| Employer contribution / active EE | $344 | $1,043-67.1% | $2,525-86.4% | $1,963-82.5% |
| Participant deferral / active EE | $1,291 | $1,995-35.3% | $3,458-62.7% | $3,054-57.7% |
| Admin fee / account holder | $33 | $748-95.6% | $4,138-99.2% | $504-93.5% |