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 | $1,197 |
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 | $23,590 | $33,067-28.7% | $76,523-69.2% | $56,287-58.1% |
| Participation rate | 54.4% | 55.4%-1.0pp | 68.0%-13.6pp | 69.9%-15.4pp |
| Annual return | -5.08% | 2.72%-7.8pp | -0.27%-4.8pp | -9.96%+4.9pp |
| Employer contribution / active EE | $417 | $1,200-65.3% | $2,647-84.3% | $2,111-80.3% |
| Participant deferral / active EE | $1,743 | $2,240-22.2% | $3,835-54.6% | $3,350-48.0% |
| Admin fee / account holder | $37 | $537-93.1% | $4,848-99.2% | $521-92.9% |